AWM
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Axxcess Wealth Management’s Dover DOV Stock Holding History

Axxcess 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 		$1.46M Buy
+6,513
New +$1.42M 0.02% 444
2026
Q1 		– Sell
-6,789
Closed -$1.33M – 551
2025
Q4 		$1.33M Buy
6,789
+706
+12% +$129K 0.02% 458
2025
Q3 		$1.01M Sell
6,083
-234
-4% -$42K 0.02% 442
2025
Q2 		$1.16M Buy
6,317
+3
+0% +$522 0.03% 394
2025
Q1 		$1.11M Buy
6,314
+32
+0.5% +$6.15K 0.03% 367
2024
Q4 		$1.18M Sell
6,282
-64
-1% -$12.5K 0.03% 376
2024
Q3 		$1.22M Sell
6,346
-6
-0.1% -$1.09K 0.03% 351
2024
Q2 		$1.15M Sell
6,352
-2,005
-24% -$359K 0.03% 344
2024
Q1 		$1.48M Buy
8,357
+14
+0.2% +$2.25K 0.04% 302
2023
Q4 		$1.28M Buy
8,343
+2,867
+52% +$402K 0.04% 315
2023
Q3 		$764K Buy
5,476
+1,198
+28% +$173K 0.03% 364
2023
Q2 		$632K Sell
4,278
-1,860
-30% -$266K 0.05% 298
2023
Q1 		$933K Sell
6,138
-129
-2% -$18.9K 0.07% 244
2022
Q4 		$849K Buy
6,267
+1,978
+46% +$263K 0.07% 256
2022
Q3 		$500K Buy
4,289
+523
+14% +$66.8K 0.05% 318
2022
Q2 		$457K Buy
3,766
+4
+0.1% +$541 0.04% 323
2022
Q1 		$590K Buy
3,762
+327
+10% +$53.6K 0.05% 322
2021
Q4 		$624K Buy
+3,435
New +$583K 0.05% 311

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

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

Axxcess Wealth Management opened a new position in Dover (DOV) in Q2 2026: 6,513 shares worth $1.46M. The stake represents 0.02% of the portfolio and ranks #444 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DOV as recently as Q4 2025.

Axxcess Wealth Management first reported a position in DOV in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.48M in Q1 2024. 1,160 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Axxcess Wealth Management held 6,513 shares of Dover worth $1.46M as of Q2 2026.
  • Dover was a new Axxcess Wealth Management position in Q2 2026.
  • Dover made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #444 holding.
  • Axxcess Wealth Management first reported a position in Dover in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Dover position peaked at $1.48M in Q1 2024.
  • 1,160 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.