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Caldwell Trust’s Dover DOV Stock Holding History

Caldwell Trust’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
Q1 		$35.2K Hold
169
– – ﹤0.01% 532
2025
Q4 		$33K Hold
169
– – ﹤0.01% 529
2025
Q3 		$28.2K Hold
169
– – ﹤0.01% 536
2025
Q2 		$31K Hold
169
– – ﹤0.01% 519
2025
Q1 		$29.7K Buy
169
+100
+145% +$19.2K ﹤0.01% 517
2024
Q4 		$12.9K Hold
69
– – ﹤0.01% 584
2024
Q3 		$13.2K Buy
+69
New +$12.6K ﹤0.01% 591

Other funds holding DOV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Caldwell Trust's DOV Position: Q1 2026 in Review

Caldwell Trust held its Dover (DOV) position steady in Q1 2026 at 169 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Caldwell Trust first reported a position in DOV in Q3 2024 and has held it in 7 quarters since. 1,123 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

  • Caldwell Trust held 169 shares of Dover worth $35.2K as of Q1 2026.
  • Caldwell Trust left its Dover share count unchanged in Q1 2026.
  • Dover made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #532 holding.
  • Caldwell Trust first reported a position in Dover in Q3 2024 and has held it in 7 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Dover as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.