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Clearstead Advisors’s Dover DOV Stock Holding History

Clearstead 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
2026
Q2 		$553K Sell
2,464
-948
-28% -$207K 0.01% 727
2026
Q1 		$711K Buy
3,412
+11
+0.3% +$2.35K 0.01% 622
2025
Q4 		$664K Buy
3,401
+534
+19% +$97.3K 0.01% 581
2025
Q3 		$478K Buy
2,867
+464
+19% +$83.3K 0.01% 643
2025
Q2 		$440K Buy
2,403
+317
+15% +$55.2K 0.01% 642
2025
Q1 		$366K Buy
2,086
+46
+2% +$8.85K 0.01% 657
2024
Q4 		$383K Buy
2,040
+55
+3% +$10.8K 0.01% 647
2024
Q3 		$381K Sell
1,985
-87
-4% -$15.9K 0.01% 643
2024
Q2 		$374K Buy
2,072
+1,670
+415% +$299K 0.01% 611
2024
Q1 		$74.1K Sell
402
-10
-2% -$1.61K ﹤0.01% 670
2023
Q4 		$63.4K Sell
412
-392
-49% -$54.9K ﹤0.01% 689
2023
Q3 		$112K Buy
804
+402
+100% +$58K ﹤0.01% 699
2023
Q2 		$59.4K Buy
402
+175
+77% +$25K ﹤0.01% 694
2023
Q1 		$34.5K Hold
227
– – ﹤0.01% 743
2022
Q4 		$30.7K Hold
227
– – ﹤0.01% 720
2022
Q3 		$26K Sell
227
-405
-64% -$51.7K ﹤0.01% 725
2022
Q2 		$77K Sell
632
-550
-47% -$74.4K 0.01% 537
2022
Q1 		$185K Hold
1,182
– – 0.01% 418
2021
Q4 		$215K Buy
1,182
+684
+137% +$116K 0.01% 379
2021
Q3 		$77K Buy
498
+21
+4% +$3.48K 0.01% 536
2021
Q2 		$72K Hold
477
– – 0.01% 503
2021
Q1 		$65K Hold
477
– – 0.01% 507
2020
Q4 		$60K Hold
477
– – 0.01% 487
2020
Q3 		$52K Hold
477
– – 0.01% 459
2020
Q2 		$46K Hold
477
– – 0.01% 434
2020
Q1 		$40K Buy
+477
New +$50.6K 0.01% 431

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 America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearstead Advisors's DOV Position: Q2 2026 in Review

Clearstead Advisors reduced its Dover (DOV) stake by 28% in Q2 2026, selling an estimated $207K and leaving 2,464 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #727.

Clearstead Advisors first reported a position in DOV in Q1 2020 and has held it in 26 quarters since. The position peaked at $711K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Clearstead Advisors held 2,464 shares of Dover worth $553K as of Q2 2026.
  • Clearstead Advisors sold 948 Dover shares in Q2 2026, an estimated $207K.
  • Dover made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #727 holding.
  • Clearstead Advisors first reported a position in Dover in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Dover position peaked at $711K in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.