Coastline Trust’s Dover DOV Stock Holding History

Coastline Trust’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 Q3	$27.1K	Sell	145 -98	-40%	-$19.8K	﹤0.01%	288
2026 Q2	$54.5K	Hold	243	–	–	﹤0.01%	278
2026 Q1	$50.7K	Sell	243 -15	-6%	-$3.21K	0.01%	279
2025 Q4	$50.4K	Hold	258	–	–	﹤0.01%	279
2025 Q3	$43K	Hold	258	–	–	﹤0.01%	280
2025 Q2	$47.3K	Sell	258 -5	-2%	-$870	0.01%	273
2025 Q1	$46.2K	Hold	263	–	–	0.01%	274
2024 Q4	$49.3K	Hold	263	–	–	0.01%	276
2024 Q3	$50.4K	Buy	+263	New	+$47.9K	0.01%	285

Other funds holding DOV

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FLFS

Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

TFP

Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return

Coastline Trust's DOV Position: Q3 2026 in Review

Coastline Trust reduced its Dover (DOV) stake by 40% in Q3 2026, selling an estimated $19.8K and leaving 145 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Coastline Trust first reported a position in DOV in Q3 2024 and has held it in 9 quarters since. The position peaked at $54.5K in Q2 2026. 47 funds tracked by Wall St. Rank hold DOV as of Q3 2026.

Coastline Trust held 145 shares of Dover worth $27.1K as of Q3 2026.
Coastline Trust sold 98 Dover shares in Q3 2026, an estimated $19.8K.
Dover made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #288 holding.
Coastline Trust first reported a position in Dover in Q3 2024 and has held it in 9 quarters since.
Coastline Trust's Dover position peaked at $54.5K in Q2 2026.
47 funds tracked by Wall St. Rank held Dover as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.