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Capital Advisors Inc’s Dover DOV Stock Holding History

Capital Advisors Inc’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 		– Sell
-1,550
Closed -$272K – 329
2025
Q1 		$272K Buy
1,550
+8
+0.5% +$1.54K 0.01% 266
2024
Q4 		$289K Buy
+1,542
New +$302K 0.01% 255

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

Capital Advisors Inc's DOV Position: Q2 2025 in Review

Capital Advisors Inc sold out of Dover (DOV) in Q2 2025, closing a stake of 1,550 shares — an estimated $272K sold.

Capital Advisors Inc first reported a position in DOV in Q4 2024 and held it in 2 quarters. The position peaked at $289K in Q4 2024. 1,057 funds tracked by Wall St. Rank hold DOV as of Q2 2025.

  • Capital Advisors Inc reported no remaining Dover position as of Q2 2025 after selling out during the quarter.
  • Capital Advisors Inc sold 1,550 Dover shares in Q2 2025, an estimated $272K.
  • Capital Advisors Inc first reported a position in Dover in Q4 2024 and held it in 2 quarters.
  • Capital Advisors Inc's Dover position peaked at $289K in Q4 2024.
  • 1,057 funds tracked by Wall St. Rank held Dover as of Q2 2025.

Based on Capital Advisors Inc's 13F filing for Q2 2025, filed 22 Jul 2025.