Congress Wealth Management’s Dover DOV Stock Holding History

Congress Wealth Management’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 Q2	$1.23M	Buy	6,701 +2,232	+50%	+$388K	0.01%	657
2025 Q1	$796K	Buy	4,469 +2,035	+84%	+$391K	0.01%	681
2024 Q4	$457K	Sell	2,434 -1,452	-37%	-$284K	0.01%	657
2024 Q3	$745K	Buy	3,886 +2,140	+123%	+$390K	0.01%	564
2024 Q2	$315K	Buy	+1,746	New	+$313K	0.01%	604
2023 Q3	–	Sell	-4,823	Closed	-$712K	–	604
2023 Q2	$712K	Sell	4,823 -69,706	-94%	-$9.96M	0.02%	373
2023 Q1	$11.3M	Buy	74,529 +1,896	+3%	+$278K	0.27%	110
2022 Q4	$9.84M	Sell	72,633 -383	-0.5%	-$50.9K	0.25%	124
2022 Q3	$8.51M	Buy	73,016 +3,614	+5%	+$461K	0.23%	137
2022 Q2	$8.42M	Buy	69,402 +1,320	+2%	+$179K	0.22%	141
2022 Q1	$10.7M	Buy	68,082 +2,306	+4%	+$378K	0.23%	121
2021 Q4	$11.9M	Buy	+65,776	New	+$11.2M	0.24%	120

Other funds holding DOV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Congress Wealth Management's DOV Position: Q2 2025 in Review

Congress Wealth Management increased its Dover (DOV) stake by 50% in Q2 2025, buying an estimated $388K and bringing the position to 6,701 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #657.

Congress Wealth Management first reported a position in DOV in Q4 2021 and has held it in 12 quarters since. The position peaked at $11.9M in Q4 2021. 1,058 funds tracked by Wall St. Rank hold DOV as of Q2 2025.

Congress Wealth Management held 6,701 shares of Dover worth $1.23M as of Q2 2025.
Congress Wealth Management bought 2,232 Dover shares in Q2 2025, an estimated $388K.
Dover made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #657 holding.
Congress Wealth Management first reported a position in Dover in Q4 2021 and has held it in 12 quarters since.
Congress Wealth Management's Dover position peaked at $11.9M in Q4 2021.
1,058 funds tracked by Wall St. Rank held Dover as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.