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Bordeaux Wealth Advisors’s Dover DOV Stock Holding History

Bordeaux Wealth Advisors’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
2025
Q2 		$244K Buy
1,331
+97
+8% +$16.9K 0.03% 142
2025
Q1 		$217K Buy
1,234
+15
+1% +$2.88K 0.04% 145
2024
Q4 		$229K Hold
1,219
– – 0.04% 143
2024
Q3 		$234K Hold
1,219
– – 0.04% 143
2024
Q2 		$220K Buy
1,219
+3
+0.2% +$537 0.04% 129
2024
Q1 		$215K Buy
+1,216
New +$196K 0.07% 109

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Bordeaux Wealth Advisors's DOV Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Dover (DOV) stake by 7.9% in Q2 2025, buying an estimated $16.9K and bringing the position to 1,331 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #142.

Bordeaux Wealth Advisors first reported a position in DOV in Q1 2024 and has held it in 6 quarters since. 1,058 funds tracked by Wall St. Rank hold DOV as of Q2 2025.

  • Bordeaux Wealth Advisors held 1,331 shares of Dover worth $244K as of Q2 2025.
  • Bordeaux Wealth Advisors bought 97 Dover shares in Q2 2025, an estimated $16.9K.
  • Dover made up 0.03% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #142 holding.
  • Bordeaux Wealth Advisors first reported a position in Dover in Q1 2024 and has held it in 6 quarters since.
  • 1,058 funds tracked by Wall St. Rank held Dover as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.