CWM
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Copia Wealth Management’s Dover DOV Stock Holding History

Copia 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
2026
Q2 		$5.16K Hold
23
– – ﹤0.01% 396
2026
Q1 		$4.79K Hold
23
– – ﹤0.01% 382
2025
Q4 		$4.49K Hold
23
– – ﹤0.01% 387
2025
Q3 		$3.84K Hold
23
– – ﹤0.01% 375
2025
Q2 		$4.21K Hold
23
– – ﹤0.01% 355
2025
Q1 		$4.04K Hold
23
– – ﹤0.01% 354
2024
Q4 		$4.32K Buy
+23
New +$4.5K ﹤0.01% 328

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

Copia Wealth Management's DOV Position: Q2 2026 in Review

Copia Wealth Management held its Dover (DOV) position steady in Q2 2026 at 23 shares worth $5.16K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Copia Wealth Management first reported a position in DOV in Q4 2024 and has held it in 7 quarters since. 1,160 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Copia Wealth Management held 23 shares of Dover worth $5.16K as of Q2 2026.
  • Copia Wealth Management left its Dover share count unchanged in Q2 2026.
  • Dover made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #396 holding.
  • Copia Wealth Management first reported a position in Dover in Q4 2024 and has held it in 7 quarters since.
  • 1,160 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.