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Baker Tilly Wealth Management’s Dover DOV Stock Holding History

Baker Tilly 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
Q3 		$308K Sell
1,645
-9
-0.5% -$1.81K 0.06% 226
2026
Q2 		$371K Buy
1,654
+4
+0.2% +$872 0.08% 202
2026
Q1 		$344K Sell
1,650
-63
-4% -$13.5K 0.08% 196
2025
Q4 		$334K Buy
1,713
+74
+5% +$13.5K 0.08% 206
2025
Q3 		$273K Buy
+1,639
New +$294K 0.06% 229

Other funds holding DOV

NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return

Baker Tilly Wealth Management's DOV Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Dover (DOV) stake by 0.54% in Q3 2026, selling an estimated $1.81K and leaving 1,645 shares worth $308K. The position accounts for 0.06% of the portfolio, ranked #226.

Baker Tilly Wealth Management first reported a position in DOV in Q3 2025 and has held it in 5 quarters since. The position peaked at $371K in Q2 2026. 47 funds tracked by Wall St. Rank hold DOV as of Q3 2026.

  • Baker Tilly Wealth Management held 1,645 shares of Dover worth $308K as of Q3 2026.
  • Baker Tilly Wealth Management sold 9 Dover shares in Q3 2026, an estimated $1.81K.
  • Dover made up 0.06% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #226 holding.
  • Baker Tilly Wealth Management first reported a position in Dover in Q3 2025 and has held it in 5 quarters since.
  • Baker Tilly Wealth Management's Dover position peaked at $371K in Q2 2026.
  • 47 funds tracked by Wall St. Rank held Dover as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.