Corient Private Wealth
DOV icon

Corient Private Wealth’s Dover DOV Stock Holding History

Corient Private Wealth’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 		$14.2M Sell
63,533
-592,648
-90% -$129M 0.02% 531
2026
Q1 		$137M Sell
656,181
-127,325
-16% -$27.2M 0.2% 107
2025
Q4 		$153M Sell
783,506
-50,323
-6% -$9.17M 0.21% 102
2025
Q3 		$139M Sell
833,829
-22,836
-3% -$4.1M 0.22% 96
2025
Q2 		$157M Sell
856,665
-163,697
-16% -$28.5M 0.21% 100
2025
Q1 		$179M Sell
1,020,362
-26,302
-3% -$5.06M 0.29% 69
2024
Q4 		$196M Sell
1,046,664
-6,916
-0.7% -$1.35M 0.33% 65
2024
Q3 		$202M Sell
1,053,580
-22,729
-2% -$4.14M 0.32% 62
2024
Q2 		$194M Buy
1,076,309
+5,295
+0.5% +$948K 0.34% 60
2024
Q1 		$190M Sell
1,071,014
-79,049
-7% -$12.7M 0.34% 59
2023
Q4 		$177M Buy
1,150,063
+157,614
+16% +$22.1M 0.33% 65
2023
Q3 		$138M Buy
992,449
+34,207
+4% +$4.94M 0.32% 70
2023
Q2 		$141M Buy
958,242
+11,295
+1% +$1.61M 0.33% 68
2023
Q1 		$144M Buy
946,947
+15,149
+2% +$2.22M 0.39% 61
2022
Q4 		$126M Buy
+931,798
New +$124M 0.46% 53

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

Corient Private Wealth's DOV Position: Q2 2026 in Review

Corient Private Wealth reduced its Dover (DOV) stake by 90% in Q2 2026, selling an estimated $129M and leaving 63,533 shares worth $14.2M. The position accounts for 0.02% of the portfolio, ranked #531.

Corient Private Wealth first reported a position in DOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $202M in Q3 2024. 1,166 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Corient Private Wealth held 63,533 shares of Dover worth $14.2M as of Q2 2026.
  • Corient Private Wealth sold 592,648 Dover shares in Q2 2026, an estimated $129M.
  • Dover made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #531 holding.
  • Corient Private Wealth first reported a position in Dover in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Dover position peaked at $202M in Q3 2024.
  • 1,166 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.