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Concord Wealth Partners’s Dover DOV Stock Holding History

Concord Wealth Partners’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 		$22.4K Buy
+100
New +$21.8K ﹤0.01% 466
2026
Q1 		– Sell
-100
Closed -$19.5K – 343
2025
Q4 		$19.5K Hold
100
– – ﹤0.01% 447
2025
Q3 		$16.7K Hold
100
– – ﹤0.01% 475
2025
Q2 		$18.3K Hold
100
– – ﹤0.01% 478
2025
Q1 		$17.6K Hold
100
– – ﹤0.01% 446
2024
Q4 		$18.8K Hold
100
– – ﹤0.01% 466
2024
Q3 		$19.2K Hold
100
– – ﹤0.01% 478
2024
Q2 		$18K Sell
100
-206
-67% -$36.9K ﹤0.01% 442
2024
Q1 		$54.2K Buy
306
+100
+49% +$16.1K 0.01% 341
2023
Q4 		$31.7K Sell
206
-20
-9% -$2.8K 0.01% 421
2023
Q3 		$31.5K Hold
226
– – 0.01% 438
2023
Q2 		$33.4K Sell
226
-56
-20% -$8K 0.01% 419
2023
Q1 		$42.8K Sell
282
-20
-7% -$2.94K 0.01% 367
2022
Q4 		$40.9K Buy
+302
New +$40.1K 0.01% 403
2022
Q3 		– Sell
-434
Closed -$53K – 401
2022
Q2 		$53K Buy
434
+45
+12% +$6.08K 0.01% 361
2022
Q1 		$61K Sell
389
-3
-0.8% -$492 0.02% 393
2021
Q4 		$71K Buy
392
+127
+48% +$21.6K 0.02% 378
2021
Q3 		$41K Sell
265
-122
-32% -$20.2K 0.02% 252
2021
Q2 		$58K Sell
387
-29
-7% -$4.28K 0.02% 329
2021
Q1 		$57K Buy
416
+210
+102% +$26.7K 0.02% 313
2020
Q4 		$26K Buy
+206
New +$24.5K 0.02% 277

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

Concord Wealth Partners's DOV Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Dover (DOV) in Q2 2026: 100 shares worth $22.4K. The stake represents ﹤0.01% of the portfolio and ranks #466 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in DOV as recently as Q4 2025.

Concord Wealth Partners first reported a position in DOV in Q4 2020 and has held it in 21 quarters since. The position peaked at $71K in Q4 2021. 1,160 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Concord Wealth Partners held 100 shares of Dover worth $22.4K as of Q2 2026.
  • Dover was a new Concord Wealth Partners position in Q2 2026.
  • Dover made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #466 holding.
  • Concord Wealth Partners first reported a position in Dover in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Dover position peaked at $71K in Q4 2021.
  • 1,160 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.