Carson Wealth (CWM LLC)
DOV icon

Carson Wealth (CWM LLC)’s Dover DOV Stock Holding History

Carson Wealth (CWM LLC)’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 		$7.16M Buy
34,351
+3,000
+10% +$641K 0.02% 674
2025
Q4 		$6.12M Sell
31,351
-3,560
-10% -$648K 0.02% 700
2025
Q3 		$5.82M Buy
34,911
+19,155
+122% +$3.44M 0.02% 653
2025
Q2 		$2.89M Buy
15,756
+12,712
+418% +$2.21M 0.01% 802
2025
Q1 		$535K Buy
3,044
+266
+10% +$51.1K ﹤0.01% 1418
2024
Q4 		$521K Buy
2,778
+139
+5% +$27.2K ﹤0.01% 1361
2024
Q3 		$506K Buy
2,639
+132
+5% +$24.1K ﹤0.01% 1310
2024
Q2 		$452K Buy
2,507
+51
+2% +$9.13K ﹤0.01% 1226
2024
Q1 		$435K Buy
2,456
+65
+3% +$10.5K ﹤0.01% 1187
2023
Q4 		$368K Buy
2,391
+302
+14% +$42.3K ﹤0.01% 1179
2023
Q3 		$291K Buy
2,089
+264
+14% +$38.1K ﹤0.01% 1164
2023
Q2 		$269K Buy
1,825
+117
+7% +$16.7K ﹤0.01% 1154
2023
Q1 		$260K Buy
1,708
+161
+10% +$23.6K ﹤0.01% 1106
2022
Q4 		$209K Sell
1,547
-9
-0.6% -$1.2K ﹤0.01% 1090
2022
Q3 		$181K Buy
1,556
+164
+12% +$20.9K ﹤0.01% 1096
2022
Q2 		$169K Buy
1,392
+425
+44% +$57.5K ﹤0.01% 1106
2022
Q1 		$152K Buy
967
+501
+108% +$82.2K ﹤0.01% 1161
2021
Q4 		$85K Buy
+466
New +$79.1K ﹤0.01% 1361
2021
Q2 		$24K Hold
159
– – ﹤0.01% 1703
2021
Q1 		$24K Hold
159
– – ﹤0.01% 1703
2020
Q4 		$24K Hold
159
– – ﹤0.01% 1703
2020
Q3 		$24K Hold
159
– – ﹤0.01% 1703
2020
Q2 		$24K Hold
159
– – ﹤0.01% 1703
2020
Q1 		$24K Hold
159
– – ﹤0.01% 1703
2019
Q4 		$24K Hold
159
– – ﹤0.01% 1703
2019
Q3 		$24K Hold
159
– – ﹤0.01% 1703
2019
Q2 		$24K Hold
159
– – ﹤0.01% 1703
2019
Q1 		$24K Buy
159
+56
+54% +$4.84K ﹤0.01% 1703
2018
Q4 		$7K Sell
103
-8
-7% -$653 ﹤0.01% 1437
2018
Q3 		$10K Buy
111
+49
+79% +$4.04K ﹤0.01% 1147
2018
Q2 		$5K Sell
62
-15
-19% -$1.15K ﹤0.01% 1188
2018
Q1 		$6K Hold
77
– – ﹤0.01% 964
2017
Q4 		$6K Hold
77
– – ﹤0.01% 1024
2017
Q3 		$6K Buy
+77
New +$5.35K ﹤0.01% 1021
2017
Q1 		– Sell
-170
Closed -$10K – 1206
2016
Q4 		$10K Buy
170
+46
+37% +$2.66K ﹤0.01% 726
2016
Q3 		$7K Sell
124
-16
-11% -$926 ﹤0.01% 766
2016
Q2 		$8K Sell
140
-53
-27% -$2.86K ﹤0.01% 574
2016
Q1 		$10K Sell
193
-55,778
-100% -$2.7M ﹤0.01% 526
2015
Q4 		$2.77M Buy
55,971
+6,779
+14% +$344K 0.27% 109
2015
Q3 		$2.27M Buy
49,192
+2,923
+6% +$148K 0.23% 122
2015
Q2 		$2.62M Buy
46,269
+5,018
+12% +$299K 0.25% 120
2015
Q1 		$2.3M Buy
41,251
+4,063
+11% +$234K 0.23% 122
2014
Q4 		$2.15M Sell
37,188
-114,983
-76% -$7.13M 0.26% 122
2014
Q3 		$9.87M Buy
152,171
+11,382
+8% +$801K 1.43% 22
2014
Q2 		$10.3M Buy
140,789
+23,261
+20% +$1.63M 1.85% 16
2014
Q1 		$7.76M Buy
117,528
+52,362
+80% +$3.26M 1.06% 31
2013
Q4 		$4.2M Buy
65,166
+53,931
+480% +$3.3M 0.66% 42
2013
Q3 		$677K Buy
+11,235
New +$648K 0.18% 71

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DOV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Dover (DOV) stake by 9.6% in Q1 2026, buying an estimated $641K and bringing the position to 34,351 shares worth $7.16M. The position accounts for 0.02% of the portfolio, ranked #674.

Carson Wealth (CWM LLC) first reported a position in DOV in Q3 2013 and has held it in 48 quarters since. The position peaked at $10.3M in Q2 2014. 1,130 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 34,351 shares of Dover worth $7.16M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,000 Dover shares in Q1 2026, an estimated $641K.
  • Dover made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #674 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dover in Q3 2013 and has held it in 48 quarters since.
  • Carson Wealth (CWM LLC)'s Dover position peaked at $10.3M in Q2 2014.
  • 1,130 funds tracked by Wall St. Rank held Dover as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.