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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
Q2 		$936K Buy
4,173
+4,004
+2,369% +$872K 0.08% 173
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 $1.81T 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

Caldwell Trust's DOV Position: Q2 2026 in Review

Caldwell Trust increased its Dover (DOV) stake by 2,369% in Q2 2026, buying an estimated $872K and bringing the position to 4,173 shares worth $936K. The position accounts for 0.08% of the portfolio, ranked #173.

Caldwell Trust first reported a position in DOV in Q3 2024 and has held it in 8 quarters since. 1,167 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Caldwell Trust held 4,173 shares of Dover worth $936K as of Q2 2026.
  • Caldwell Trust bought 4,004 Dover shares in Q2 2026, an estimated $872K.
  • Dover made up 0.08% of Caldwell Trust's portfolio in Q2 2026, its #173 holding.
  • Caldwell Trust first reported a position in Dover in Q3 2024 and has held it in 8 quarters since.
  • 1,167 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.