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Caerus Investment Advisors’s Dover DOV Stock Holding History

Caerus Investment 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
2026
Q2 		$701K Sell
3,124
-482
-13% -$105K 0.23% 79
2026
Q1 		$752K Buy
3,606
+1
+0% +$214 0.31% 57
2025
Q4 		$704K Buy
3,605
+394
+12% +$71.8K 0.23% 95
2025
Q3 		$536K Buy
+3,211
New +$576K 0.22% 107

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

Caerus Investment Advisors's DOV Position: Q2 2026 in Review

Caerus Investment Advisors reduced its Dover (DOV) stake by 13% in Q2 2026, selling an estimated $105K and leaving 3,124 shares worth $701K. The position accounts for 0.23% of the portfolio, ranked #79.

Caerus Investment Advisors first reported a position in DOV in Q3 2025 and has held it in 4 quarters since. The position peaked at $752K in Q1 2026. 1,166 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Caerus Investment Advisors held 3,124 shares of Dover worth $701K as of Q2 2026.
  • Caerus Investment Advisors sold 482 Dover shares in Q2 2026, an estimated $105K.
  • Dover made up 0.23% of Caerus Investment Advisors's portfolio in Q2 2026, its #79 holding.
  • Caerus Investment Advisors first reported a position in Dover in Q3 2025 and has held it in 4 quarters since.
  • Caerus Investment Advisors's Dover position peaked at $752K in Q1 2026.
  • 1,166 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.