AWM
DOV icon

Avior Wealth Management’s Dover DOV Stock Holding History

Avior Wealth Management’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 		$380K Buy
1,696
+32
+2% +$6.97K 0.01% 588
2026
Q1 		$347K Buy
+1,664
New +$356K 0.01% 647
2025
Q1 		– Sell
-258
Closed -$48.4K – 1164
2024
Q4 		$48.4K Hold
258
– – ﹤0.01% 1165
2024
Q3 		$49.5K Buy
258
+167
+184% +$30.4K ﹤0.01% 1116
2024
Q2 		$16.4K Sell
91
-134
-60% -$24K ﹤0.01% 1388
2024
Q1 		$39.9K Buy
+225
New +$36.2K ﹤0.01% 1315
2023
Q4 		– Sell
-290
Closed -$40.5K – 1560
2023
Q3 		$40.5K Sell
290
-7
-2% -$1.01K ﹤0.01% 798
2023
Q2 		$43.9K Hold
297
– – ﹤0.01% 794
2023
Q1 		$45.1K Buy
297
+296
+29,600% +$43.5K ﹤0.01% 794
2022
Q4 		$135 Hold
1
– – ﹤0.01% 1236
2022
Q3 		$0 Sell
1
-39
-98% -$4.98K ﹤0.01% 1183
2022
Q2 		$4K Hold
40
– – ﹤0.01% 877
2022
Q1 		$6K Hold
40
– – ﹤0.01% 888
2021
Q4 		$7K Buy
40
+1
+3% +$170 ﹤0.01% 844
2021
Q3 		$6K Buy
39
+1
+3% +$166 ﹤0.01% 820
2021
Q2 		$5K Sell
38
-1
-3% -$148 ﹤0.01% 814
2021
Q1 		$5K Buy
39
+1
+3% +$127 ﹤0.01% 830
2020
Q4 		$4K Hold
38
– – ﹤0.01% 805
2020
Q3 		$4K Hold
38
– – ﹤0.01% 760
2020
Q2 		$3K Buy
+38
New +$3.51K ﹤0.01% 755
2018
Q2 		– Sell
-14
Closed -$1K – 796
2018
Q1 		$1K Hold
14
– – ﹤0.01% 720
2017
Q4 		$1K Buy
+14
New +$1.08K ﹤0.01% 723

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

Avior Wealth Management's DOV Position: Q2 2026 in Review

Avior Wealth Management increased its Dover (DOV) stake by 1.9% in Q2 2026, buying an estimated $6.97K and bringing the position to 1,696 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #588.

Avior Wealth Management first reported a position in DOV in Q4 2017 and has held it in 22 quarters since. 1,162 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Avior Wealth Management held 1,696 shares of Dover worth $380K as of Q2 2026.
  • Avior Wealth Management bought 32 Dover shares in Q2 2026, an estimated $6.97K.
  • Dover made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #588 holding.
  • Avior Wealth Management first reported a position in Dover in Q4 2017 and has held it in 22 quarters since.
  • 1,162 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.