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Connecticut Wealth Management’s Dover DOV Stock Holding History

Connecticut 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
Q3 		– Sell
-1,107
Closed -$203K – 324
2025
Q2 		$203K Sell
1,107
-813
-42% -$141K 0.01% 302
2025
Q1 		$337K Sell
1,920
-405
-17% -$77.9K 0.02% 245
2024
Q4 		$436K Sell
2,325
-157
-6% -$30.7K 0.02% 200
2024
Q3 		$476K Sell
2,482
-7
-0.3% -$1.27K 0.02% 221
2024
Q2 		$449K Hold
2,489
– – 0.02% 224
2024
Q1 		$441K Sell
2,489
-50
-2% -$8.05K 0.02% 224
2023
Q4 		$391K Buy
2,539
+173
+7% +$24.2K 0.02% 235
2023
Q3 		$330K Buy
+2,366
New +$342K 0.02% 209

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Connecticut Wealth Management's DOV Position: Q3 2025 in Review

Connecticut Wealth Management sold out of Dover (DOV) in Q3 2025, closing a stake of 1,107 shares — an estimated $203K sold.

Connecticut Wealth Management first reported a position in DOV in Q3 2023 and held it in 8 quarters. The position peaked at $476K in Q3 2024. 1,052 funds tracked by Wall St. Rank hold DOV as of Q3 2025.

  • Connecticut Wealth Management reported no remaining Dover position as of Q3 2025 after selling out during the quarter.
  • Connecticut Wealth Management sold 1,107 Dover shares in Q3 2025, an estimated $203K.
  • Connecticut Wealth Management first reported a position in Dover in Q3 2023 and held it in 8 quarters.
  • Connecticut Wealth Management's Dover position peaked at $476K in Q3 2024.
  • 1,052 funds tracked by Wall St. Rank held Dover as of Q3 2025.

Based on Connecticut Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.