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Crestwood Advisors Group’s Dover DOV Stock Holding History

Crestwood Advisors Group’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 		$1.27M Buy
5,648
+282
+5% +$61.4K 0.02% 287
2026
Q1 		$1.12M Sell
5,366
-69
-1% -$14.8K 0.02% 295
2025
Q4 		$1.06M Sell
5,435
-6
-0.1% -$1.09K 0.02% 276
2025
Q3 		$908K Buy
5,441
+3
+0.1% +$538 0.02% 300
2025
Q2 		$996K Buy
5,438
+143
+3% +$24.9K 0.02% 281
2025
Q1 		$930K Buy
5,295
+16
+0.3% +$3.08K 0.02% 284
2024
Q4 		$990K Buy
5,279
+75
+1% +$14.7K 0.02% 245
2024
Q3 		$998K Buy
5,204
+16
+0.3% +$2.92K 0.02% 234
2024
Q2 		$936K Buy
5,188
+53
+1% +$9.49K 0.02% 227
2024
Q1 		$910K Buy
5,135
+8
+0.2% +$1.29K 0.02% 225
2023
Q4 		$789K Sell
5,127
-59
-1% -$8.27K 0.02% 234
2023
Q3 		$724K Buy
+5,186
New +$749K 0.02% 220
2022
Q1 		– Sell
-1,191
Closed -$216K – 297
2021
Q4 		$216K Buy
+1,191
New +$202K 0.01% 276
2017
Q2 		– Sell
-1,238
Closed -$78K – 224
2017
Q1 		$78K Buy
+1,238
New +$78.9K 0.01% 211

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

Crestwood Advisors Group's DOV Position: Q2 2026 in Review

Crestwood Advisors Group increased its Dover (DOV) stake by 5.3% in Q2 2026, buying an estimated $61.4K and bringing the position to 5,648 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #287.

Crestwood Advisors Group first reported a position in DOV in Q1 2017 and has held it in 14 quarters since. 1,162 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Crestwood Advisors Group held 5,648 shares of Dover worth $1.27M as of Q2 2026.
  • Crestwood Advisors Group bought 282 Dover shares in Q2 2026, an estimated $61.4K.
  • Dover made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #287 holding.
  • Crestwood Advisors Group first reported a position in Dover in Q1 2017 and has held it in 14 quarters since.
  • 1,162 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.