Claris Financial’s Dover DOV Stock Holding History

Claris Financial’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	-1,565	Closed	-$306K	–	181
2025 Q4	$306K	Hold	1,565	–	–	0.16%	127
2025 Q3	$261K	Buy	1,565 +149	+11%	+$26.7K	0.15%	131
2025 Q2	$259K	Buy	+1,416	New	+$246K	0.2%	115

Other funds holding DOV

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Claris Financial's DOV Position: Q1 2026 in Review

Claris Financial sold out of Dover (DOV) in Q1 2026, closing a stake of 1,565 shares — an estimated $306K sold.

Claris Financial first reported a position in DOV in Q2 2025 and held it in 3 quarters. The position peaked at $306K in Q4 2025. 1,122 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

Claris Financial reported no remaining Dover position as of Q1 2026 after selling out during the quarter.
Claris Financial sold 1,565 Dover shares in Q1 2026, an estimated $306K.
Claris Financial first reported a position in Dover in Q2 2025 and held it in 3 quarters.
Claris Financial's Dover position peaked at $306K in Q4 2025.
1,122 funds tracked by Wall St. Rank held Dover as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.