CWA
DOV icon

Clarus Wealth Advisors’s Dover DOV Stock Holding History

Clarus Wealth Advisors’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
Q3 		– Sell
-1,409
Closed -$265K – 91
2025
Q2 		$265K Sell
1,409
-121
-8% -$21.1K 0.12% 73
2025
Q1 		$254K Buy
+1,530
New +$294K 0.14% 77
2024
Q4 		– Sell
-1,136
Closed -$213K – 127
2024
Q3 		$213K Sell
1,136
-6
-0.5% -$1.09K 0.11% 125
2024
Q2 		$204K Buy
+1,142
New +$204K 0.11% 124
2022
Q1 		– Sell
-1,141
Closed -$207K – 114
2021
Q4 		$207K Buy
+1,141
New +$194K 0.12% 96
2019
Q2 		– Sell
-50
Closed -$5K – 603
2019
Q1 		$5K Hold
50
– – ﹤0.01% 571
2018
Q4 		$4K Hold
50
– – 0.01% 591
2018
Q3 		$4K Hold
50
– – ﹤0.01% 628
2018
Q2 		$5K Buy
+50
New +$3.83K ﹤0.01% 609

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return