Capital Planning Advisors’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $682K | Hold |
3,271
| – | – | 0.1% | 94 |
|
|
2025
Q4 | $639K | Hold |
3,271
| – | – | 0.09% | 108 |
|
|
2025
Q3 | $546K | Hold |
3,271
| – | – | 0.07% | 108 |
|
|
2025
Q2 | $599K | Sell |
3,271
-69
| -2% | -$12K | 0.09% | 90 |
|
|
2025
Q1 | $587K | Sell |
3,340
-1
| -0% | -$192 | 0.09% | 93 |
|
|
2024
Q4 | $627K | Buy |
3,341
+1
| +0% | +$196 | 0.1% | 93 |
|
|
2024
Q3 | $640K | Buy |
3,340
+1
| +0% | +$182 | 0.1% | 88 |
|
|
2024
Q2 | $603K | Sell |
3,339
-89
| -3% | -$15.9K | 0.1% | 89 |
|
|
2024
Q1 | $607K | Buy |
3,428
+119
| +4% | +$19.2K | 0.11% | 93 |
|
|
2023
Q4 | $509K | Hold |
3,309
| – | – | 0.1% | 98 |
|
|
2023
Q3 | $462K | Hold |
3,309
| – | – | 0.1% | 92 |
|
|
2023
Q2 | $489K | Sell |
3,309
-162
| -5% | -$23.2K | 0.1% | 94 |
|
|
2023
Q1 | $527K | Sell |
3,471
-69
| -2% | -$10.1K | 0.11% | 87 |
|
|
2022
Q4 | $479K | Sell |
3,540
-416
| -11% | -$55.3K | 0.11% | 89 |
|
|
2022
Q3 | $461K | Sell |
3,956
-803
| -17% | -$102K | 0.12% | 86 |
|
|
2022
Q2 | $577K | Sell |
4,759
-779
| -14% | -$105K | 0.15% | 83 |
|
|
2022
Q1 | $869K | Sell |
5,538
-37
| -0.7% | -$6.07K | 0.19% | 84 |
|
|
2021
Q4 | $1.01M | Buy |
5,575
+26
| +0.5% | +$4.41K | 0.19% | 87 |
|
|
2021
Q3 | $863K | Hold |
5,549
| – | – | 0.18% | 90 |
|
|
2021
Q2 | $836K | Sell |
5,549
-299
| -5% | -$44.1K | 0.17% | 88 |
|
|
2021
Q1 | $802K | Sell |
5,848
-4,649
| -44% | -$592K | 0.18% | 88 |
|
|
2020
Q4 | $1.32M | Sell |
10,497
-6,178
| -37% | -$734K | 0.33% | 64 |
|
|
2020
Q3 | $1.81M | Sell |
16,675
-5,061
| -23% | -$542K | 0.5% | 53 |
|
|
2020
Q2 | $2.1M | Sell |
21,736
-4,848
| -18% | -$448K | 0.63% | 47 |
|
|
2020
Q1 | $2.23M | Buy |
26,584
+545
| +2% | +$57.8K | 0.83% | 42 |
|
|
2019
Q4 | $3M | Buy |
26,039
+132
| +0.5% | +$14.1K | 0.79% | 49 |
|
|
2019
Q3 | $2.58M | Sell |
25,907
-756
| -3% | -$72.5K | 0.75% | 48 |
|
|
2019
Q2 | $2.67M | Buy |
26,663
+155
| +0.6% | +$14.9K | 0.78% | 45 |
|
|
2019
Q1 | $2.49M | Sell |
26,508
-2,011
| -7% | -$174K | 0.76% | 45 |
|
|
2018
Q4 | $2.02M | Sell |
28,519
-1,872
| -6% | -$153K | 0.74% | 42 |
|
|
2018
Q3 | $2.69M | Buy |
30,391
+4,189
| +16% | +$346K | 0.86% | 40 |
|
|
2018
Q2 | $1.92M | Sell |
26,202
-6,255
| -19% | -$479K | 0.87% | 41 |
|
|
2018
Q1 | $2.58M | Buy |
32,457
+297
| +0.9% | +$24.3K | 0.91% | 32 |
|
|
2017
Q4 | $2.62M | Buy |
32,160
+11,671
| +57% | +$903K | 0.92% | 34 |
|
|
2017
Q3 | $1.51M | Buy |
20,489
+12,380
| +153% | +$860K | 0.59% | 45 |
|
|
2017
Q2 | $525K | Buy |
+8,109
| New | +$529K | 0.23% | 76 |
|
Other funds holding DOV
VCM
VPM
Capital Planning Advisors's DOV Position: Q1 2026 in Review
Capital Planning Advisors held its Dover (DOV) position steady in Q1 2026 at 3,271 shares worth $682K. The position accounts for 0.1% of the portfolio, ranked #94.
Capital Planning Advisors first reported a position in DOV in Q2 2017 and has held it in 36 quarters since. The position peaked at $3M in Q4 2019. 1,121 funds tracked by Wall St. Rank hold DOV as of Q1 2026.
- Capital Planning Advisors held 3,271 shares of Dover worth $682K as of Q1 2026.
- Capital Planning Advisors left its Dover share count unchanged in Q1 2026.
- Dover made up 0.1% of Capital Planning Advisors's portfolio in Q1 2026, its #94 holding.
- Capital Planning Advisors first reported a position in Dover in Q2 2017 and has held it in 36 quarters since.
- Capital Planning Advisors's Dover position peaked at $3M in Q4 2019.
- 1,121 funds tracked by Wall St. Rank held Dover as of Q1 2026.
Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.