Center for Financial Planning’s Dover DOV Stock Holding History

Center for Financial Planning’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 Q2	$689K	Hold	3,074	–	–	0.06%	97
2026 Q1	$641K	Hold	3,074	–	–	0.07%	91
2025 Q4	$600K	Hold	3,074	–	–	0.06%	96
2025 Q3	$513K	Hold	3,074	–	–	0.05%	105
2025 Q2	$563K	Hold	3,074	–	–	0.06%	96
2025 Q1	$540K	Hold	3,074	–	–	0.07%	94
2024 Q4	$577K	Hold	3,074	–	–	0.08%	86
2024 Q3	$589K	Hold	3,074	–	–	0.08%	84
2024 Q2	$555K	Hold	3,074	–	–	0.08%	82
2024 Q1	$545K	Sell	3,074 -1	-0%	-$161	0.08%	83
2023 Q4	$473K	Hold	3,075	–	–	0.09%	86
2023 Q3	$429K	Hold	3,075	–	–	0.09%	85
2023 Q2	$454K	Hold	3,075	–	–	0.1%	85
2023 Q1	$467K	Sell	3,075 -1	-0%	-$147	0.11%	81
2022 Q4	$417K	Hold	3,076	–	–	0.1%	84
2022 Q3	$359K	Hold	3,076	–	–	0.1%	87
2022 Q2	$373K	Hold	3,076	–	–	0.09%	86
2022 Q1	$483K	Hold	3,076	–	–	0.1%	81
2021 Q4	$559K	Buy	3,076 +1,613	+110%	+$274K	0.11%	77
2021 Q3	$227K	Sell	1,463 -1,613	-52%	-$267K	0.06%	117
2021 Q2	$463K	Hold	3,076	–	–	0.11%	83
2021 Q1	$422K	Hold	3,076	–	–	0.11%	80
2020 Q4	$388K	Hold	3,076	–	–	0.11%	79
2020 Q3	$333K	Hold	3,076	–	–	0.11%	84
2020 Q2	$297K	Hold	3,076	–	–	0.1%	87
2020 Q1	$258K	Hold	3,076	–	–	0.09%	92
2019 Q4	$355K	Buy	+3,076	New	+$329K	0.09%	87

Other funds holding DOV

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Center for Financial Planning's DOV Position: Q2 2026 in Review

Center for Financial Planning held its Dover (DOV) position steady in Q2 2026 at 3,074 shares worth $689K. The position accounts for 0.06% of the portfolio, ranked #97.

Center for Financial Planning first reported a position in DOV in Q4 2019 and has held it in 27 quarters since. 1,162 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

Center for Financial Planning held 3,074 shares of Dover worth $689K as of Q2 2026.
Center for Financial Planning left its Dover share count unchanged in Q2 2026.
Dover made up 0.06% of Center for Financial Planning's portfolio in Q2 2026, its #97 holding.
Center for Financial Planning first reported a position in Dover in Q4 2019 and has held it in 27 quarters since.
1,162 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.