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Confluence Wealth Services’s Dover DOV Stock Holding History

Confluence Wealth Services’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 		$230K Buy
+1,026
New +$224K 0.01% 440
2022
Q1 		– Sell
-420
Closed -$76K – 457
2021
Q4 		$76K Buy
+420
New +$71.3K 0.02% 377

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

Confluence Wealth Services's DOV Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Dover (DOV) in Q2 2026: 1,026 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #440 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in DOV as recently as Q4 2021.

Confluence Wealth Services first reported a position in DOV in Q4 2021 and has held it in 2 quarters since. 1,166 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Confluence Wealth Services held 1,026 shares of Dover worth $230K as of Q2 2026.
  • Dover was a new Confluence Wealth Services position in Q2 2026.
  • Dover made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #440 holding.
  • Confluence Wealth Services first reported a position in Dover in Q4 2021 and has held it in 2 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.