Carolinas Wealth Consulting’s Dover DOV Stock Holding History

Carolinas Wealth Consulting’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	-5	Closed	-$878	–	238
2025 Q1	$878	Hold	5	–	–	﹤0.01%	920
2024 Q4	$938	Hold	5	–	–	﹤0.01%	961
2024 Q3	$959	Hold	5	–	–	﹤0.01%	933
2024 Q2	$903	Sell	5 -1	-17%	-$179	﹤0.01%	927
2024 Q1	$1.06K	Buy	6 +2	+50%	+$322	﹤0.01%	888
2023 Q4	$615	Hold	4	–	–	﹤0.01%	889
2023 Q3	$520	Hold	4	–	–	﹤0.01%	924
2023 Q2	$591	Hold	4	–	–	﹤0.01%	978
2023 Q1	$608	Sell	4 -20	-83%	-$2.94K	﹤0.01%	969
2022 Q4	$3.25K	Sell	24 -35	-59%	-$4.65K	﹤0.01%	751
2022 Q3	$7K	Buy	59 +20	+51%	+$2.55K	﹤0.01%	623
2022 Q2	$5K	Hold	39	–	–	﹤0.01%	651
2022 Q1	$6K	Hold	39	–	–	﹤0.01%	675
2021 Q4	$7K	Hold	39	–	–	﹤0.01%	658
2021 Q3	$6K	Buy	39 +35	+875%	+$5.8K	﹤0.01%	649
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	855
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	860
2020 Q4	$1K	Hold	4	–	–	﹤0.01%	785
2020 Q3	$0	Buy	+4	New	+$428	﹤0.01%	947

Other funds holding DOV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Carolinas Wealth Consulting's DOV Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Dover (DOV) in Q2 2025, closing a stake of 5 shares — an estimated $878 sold.

Carolinas Wealth Consulting first reported a position in DOV in Q3 2020 and held it in 19 quarters. The position peaked at $7K in Q3 2022. 1,057 funds tracked by Wall St. Rank hold DOV as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Dover position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 5 Dover shares in Q2 2025, an estimated $878.
Carolinas Wealth Consulting first reported a position in Dover in Q3 2020 and held it in 19 quarters.
Carolinas Wealth Consulting's Dover position peaked at $7K in Q3 2022.
1,057 funds tracked by Wall St. Rank held Dover as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.