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DOV icon

BSW Wealth Partners’s Dover DOV Stock Holding History

BSW Wealth Partners’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 		$985K Sell
4,394
-173
-4% -$37.7K 0.11% 107
2026
Q1 		$952K Buy
4,567
+90
+2% +$19.2K 0.12% 103
2025
Q4 		$874K Buy
4,477
+29
+0.7% +$5.28K 0.1% 115
2025
Q3 		$742K Sell
4,448
-2,021
-31% -$363K 0.09% 120
2025
Q2 		$1.19M Buy
6,469
+51
+0.8% +$8.87K 0.16% 76
2025
Q1 		$1.13M Buy
6,418
+308
+5% +$59.2K 0.17% 75
2024
Q4 		$1.15M Buy
6,110
+822
+16% +$161K 0.17% 77
2024
Q3 		$1.01M Buy
5,288
+323
+7% +$58.9K 0.15% 77
2024
Q2 		$896K Buy
4,965
+35
+0.7% +$6.27K 0.15% 81
2024
Q1 		$874K Buy
4,930
+59
+1% +$9.5K 0.15% 89
2023
Q4 		$749K Buy
4,871
+36
+0.7% +$5.04K 0.15% 90
2023
Q3 		$675K Sell
4,835
-766
-14% -$111K 0.15% 86
2023
Q2 		$827K Sell
5,601
-10
-0.2% -$1.43K 0.17% 76
2023
Q1 		$853K Buy
5,611
+626
+13% +$91.9K 0.17% 84
2022
Q4 		$675K Buy
4,985
+641
+15% +$85.1K 0.14% 104
2022
Q3 		$506K Sell
4,344
-817
-16% -$104K 0.12% 114
2022
Q2 		$626K Sell
5,161
-75
-1% -$10.1K 0.15% 96
2022
Q1 		$822K Buy
5,236
+461
+10% +$75.6K 0.21% 71
2021
Q4 		$867K Buy
4,775
+3,377
+242% +$573K 0.22% 64
2021
Q3 		$217K Buy
+1,398
New +$232K 0.06% 226

Other funds holding DOV

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

BSW Wealth Partners's DOV Position: Q2 2026 in Review

BSW Wealth Partners reduced its Dover (DOV) stake by 3.8% in Q2 2026, selling an estimated $37.7K and leaving 4,394 shares worth $985K. The position accounts for 0.11% of the portfolio, ranked #107.

BSW Wealth Partners first reported a position in DOV in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.19M in Q2 2025. 165 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • BSW Wealth Partners held 4,394 shares of Dover worth $985K as of Q2 2026.
  • BSW Wealth Partners sold 173 Dover shares in Q2 2026, an estimated $37.7K.
  • Dover made up 0.11% of BSW Wealth Partners's portfolio in Q2 2026, its #107 holding.
  • BSW Wealth Partners first reported a position in Dover in Q3 2021 and has held it in 20 quarters since.
  • BSW Wealth Partners's Dover position peaked at $1.19M in Q2 2025.
  • 165 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.