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Avion Wealth’s Dover DOV Stock Holding History

Avion Wealth’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 		$8K Buy
40
+12
+43% +$2.62K ﹤0.01% 648
2026
Q1 		$5K Sell
28
-100
-78% -$21.4K ﹤0.01% 655
2025
Q4 		$24K Buy
128
+12
+10% +$2.19K 0.01% 308
2025
Q3 		$19K Sell
116
-3
-3% -$538 ﹤0.01% 343
2025
Q2 		$21K Buy
119
+10
+9% +$1.74K ﹤0.01% 306
2025
Q1 		$20K Hold
109
– – 0.01% 289
2024
Q4 		$20K Buy
109
+5
+5% +$978 0.01% 289
2024
Q3 		$19K Sell
104
-6
-5% -$1.09K 0.01% 265
2024
Q2 		$19K Buy
110
+6
+6% +$1.07K 0.01% 234
2024
Q1 		$19K Sell
104
-4
-4% -$644 0.01% 227
2023
Q4 		$17K Buy
108
+97
+882% +$13.6K ﹤0.01% 223
2023
Q3 		$1K Buy
11
+7
+175% +$1.01K ﹤0.01% 602
2023
Q2 		$0 Buy
+4
New +$572 ﹤0.01% 789

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

Avion Wealth's DOV Position: Q2 2026 in Review

Avion Wealth increased its Dover (DOV) stake by 43% in Q2 2026, buying an estimated $2.62K and bringing the position to 40 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Avion Wealth first reported a position in DOV in Q2 2023 and has held it in 13 quarters since. The position peaked at $24K in Q4 2025. 1,160 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Avion Wealth held 40 shares of Dover worth $8K as of Q2 2026.
  • Avion Wealth bought 12 Dover shares in Q2 2026, an estimated $2.62K.
  • Dover made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #648 holding.
  • Avion Wealth first reported a position in Dover in Q2 2023 and has held it in 13 quarters since.
  • Avion Wealth's Dover position peaked at $24K in Q4 2025.
  • 1,160 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.