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CBIZ Investment Advisory Services’s Dover DOV Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-58
Closed -$11.3K – 504
2025
Q4 		$11.3K Sell
58
-6
-9% -$1.09K ﹤0.01% 359
2025
Q3 		$10.7K Buy
64
+3
+5% +$538 ﹤0.01% 335
2025
Q2 		$11.2K Buy
61
+23
+61% +$4K ﹤0.01% 337
2025
Q1 		$6.68K Buy
+38
New +$7.31K ﹤0.01% 364

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 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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CBIZ Investment Advisory Services's DOV Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Dover (DOV) in Q1 2026, closing a stake of 58 shares — an estimated $11.3K sold.

CBIZ Investment Advisory Services first reported a position in DOV in Q1 2025 and held it in 4 quarters. The position peaked at $11.3K in Q4 2025. 1,130 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Dover position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 58 Dover shares in Q1 2026, an estimated $11.3K.
  • CBIZ Investment Advisory Services first reported a position in Dover in Q1 2025 and held it in 4 quarters.
  • CBIZ Investment Advisory Services's Dover position peaked at $11.3K in Q4 2025.
  • 1,130 funds tracked by Wall St. Rank held Dover as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.