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 $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Adage Capital Partners

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return