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Bogart Wealth LLC’s Dover DOV Stock Holding History

Bogart Wealth LLC’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 		$33.9K Buy
151
+21
+16% +$4.58K ﹤0.01% 639
2026
Q1 		$27.1K Buy
130
+1
+0.8% +$214 ﹤0.01% 641
2025
Q4 		$25.2K Buy
129
+5
+4% +$911 ﹤0.01% 625
2025
Q3 		$20.7K Buy
124
+4
+3% +$718 ﹤0.01% 649
2025
Q2 		$22K Hold
120
– – ﹤0.01% 609
2025
Q1 		$21.1K Buy
+120
New +$23.1K ﹤0.01% 575
2023
Q1 		– Sell
-29
Closed -$3.93K – 1131
2022
Q4 		$3.93K Buy
+29
New +$3.85K ﹤0.01% 706
2021
Q2 		– Sell
-222
Closed -$30K – 685
2021
Q1 		$30K Buy
+222
New +$28.3K ﹤0.01% 274

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

Bogart Wealth LLC's DOV Position: Q2 2026 in Review

Bogart Wealth LLC increased its Dover (DOV) stake by 16% in Q2 2026, buying an estimated $4.58K and bringing the position to 151 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Bogart Wealth LLC first reported a position in DOV in Q1 2021 and has held it in 8 quarters since. 1,162 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Bogart Wealth LLC held 151 shares of Dover worth $33.9K as of Q2 2026.
  • Bogart Wealth LLC bought 21 Dover shares in Q2 2026, an estimated $4.58K.
  • Dover made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #639 holding.
  • Bogart Wealth LLC first reported a position in Dover in Q1 2021 and has held it in 8 quarters since.
  • 1,162 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.