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Avantax Planning Partners’s Dover DOV Stock Holding History

Avantax Planning Partners’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
2026
Q2 		$283K Buy
+1,263
New +$275K 0.01% 378
2018
Q4 		– Sell
-251
Closed -$22K – 505
2018
Q3 		$22K Buy
+251
New +$20.7K ﹤0.01% 671
2018
Q2 		– Sell
-227
Closed -$18K – 538
2018
Q1 		$18K Buy
+227
New +$18.6K ﹤0.01% 814

Other funds holding DOV

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avantax Planning Partners's DOV Position: Q2 2026 in Review

Avantax Planning Partners opened a new position in Dover (DOV) in Q2 2026: 1,263 shares worth $283K. The stake represents 0.01% of the portfolio and ranks #378 among its holdings. This is a return to the name: Avantax Planning Partners previously reported a position in DOV as recently as Q3 2018.

Avantax Planning Partners first reported a position in DOV in Q1 2018 and has held it in 3 quarters since. 1,166 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Avantax Planning Partners held 1,263 shares of Dover worth $283K as of Q2 2026.
  • Dover was a new Avantax Planning Partners position in Q2 2026.
  • Dover made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #378 holding.
  • Avantax Planning Partners first reported a position in Dover in Q1 2018 and has held it in 3 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.