Avantax Advisory Services’s Dover DOV Stock Holding History

Avantax Advisory Services’s Portfolio DOV Stock Details DOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.33M	Buy	7,237 +914	+14%	+$159K	0.01%	1002
2025 Q1	$1.11M	Buy	6,323 +110	+2%	+$21.1K	0.01%	1030
2024 Q4	$1.17M	Buy	6,213 +854	+16%	+$167K	0.01%	969
2024 Q3	$1.03M	Sell	5,359 -28	-0.5%	-$5.1K	0.01%	1004
2024 Q2	$972K	Buy	+5,387	New	+$965K	0.01%	991
2024 Q1	–	Sell	-1,608	Closed	-$247K	–	1673
2023 Q4	$247K	Buy	+1,608	New	+$225K	﹤0.01%	1345
2023 Q3	–	Sell	-1,656	Closed	-$245K	–	1565
2023 Q2	$245K	Sell	1,656 -147	-8%	-$21K	﹤0.01%	1293
2023 Q1	$274K	Buy	1,803 +131	+8%	+$19.2K	﹤0.01%	1199
2022 Q4	$226K	Buy	+1,672	New	+$222K	﹤0.01%	1251
2022 Q2	–	Sell	-1,372	Closed	-$218K	–	1328
2022 Q1	$218K	Buy	+1,372	New	+$225K	﹤0.01%	1152

Other funds holding DOV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Avantax Advisory Services's DOV Position: Q2 2025 in Review

Avantax Advisory Services increased its Dover (DOV) stake by 14% in Q2 2025, buying an estimated $159K and bringing the position to 7,237 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #1002.

Avantax Advisory Services first reported a position in DOV in Q1 2022 and has held it in 10 quarters since. 1,058 funds tracked by Wall St. Rank hold DOV as of Q2 2025.

Avantax Advisory Services held 7,237 shares of Dover worth $1.33M as of Q2 2025.
Avantax Advisory Services bought 914 Dover shares in Q2 2025, an estimated $159K.
Dover made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1002 holding.
Avantax Advisory Services first reported a position in Dover in Q1 2022 and has held it in 10 quarters since.
1,058 funds tracked by Wall St. Rank held Dover as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.