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CSM Advisors’s Dover DOV Stock Holding History

CSM Advisors’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 		$1.42M Sell
6,317
-743
-11% -$162K 0.03% 324
2026
Q1 		$1.47M Sell
7,060
-270
-4% -$57.7K 0.04% 321
2025
Q4 		$1.43M Sell
7,330
-8,930
-55% -$1.63M 0.04% 308
2025
Q3 		$2.71M Sell
16,260
-32,837
-67% -$5.89M 0.08% 270
2025
Q2 		$8.99M Buy
49,097
+2,042
+4% +$355K 0.26% 106
2025
Q1 		$8.27M Sell
47,055
-660
-1% -$127K 0.45% 54
2024
Q4 		$8.95M Sell
47,715
-2,635
-5% -$515K 0.42% 57
2024
Q3 		$9.65M Sell
50,350
-940
-2% -$171K 0.63% 55
2024
Q2 		$9.26M Sell
51,290
-570
-1% -$102K 0.65% 48
2024
Q1 		$9.19M Sell
51,860
-610
-1% -$98.2K 0.6% 54
2023
Q4 		$8.07M Sell
52,470
-339
-0.6% -$47.5K 0.58% 52
2023
Q3 		$7.37M Sell
52,809
-905
-2% -$131K 0.64% 49
2023
Q2 		$7.93M Sell
53,714
-6,308
-11% -$902K 0.6% 52
2023
Q1 		$9.12M Buy
60,022
+5,490
+10% +$806K 0.79% 39
2022
Q4 		$7.38M Buy
54,532
+300
+0.6% +$39.9K 0.7% 41
2022
Q3 		$6.32M Sell
54,232
-5,260
-9% -$671K 0.69% 46
2022
Q2 		$7.22M Buy
59,492
+450
+0.8% +$60.9K 0.66% 47
2022
Q1 		$9.26M Sell
59,042
-9,450
-14% -$1.55M 0.63% 48
2021
Q4 		$12.4M Sell
68,492
-380
-0.6% -$64.5K 0.82% 36
2021
Q3 		$10.7M Sell
68,872
-1,650
-2% -$273K 0.79% 39
2021
Q2 		$10.6M Sell
70,522
-1,910
-3% -$282K 0.7% 45
2021
Q1 		$9.93M Buy
+72,432
New +$9.22M 1.4% 31

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

CSM Advisors's DOV Position: Q2 2026 in Review

CSM Advisors reduced its Dover (DOV) stake by 11% in Q2 2026, selling an estimated $162K and leaving 6,317 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #324.

CSM Advisors first reported a position in DOV in Q1 2021 and has held it in 22 quarters since. The position peaked at $12.4M in Q4 2021. 1,166 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • CSM Advisors held 6,317 shares of Dover worth $1.42M as of Q2 2026.
  • CSM Advisors sold 743 Dover shares in Q2 2026, an estimated $162K.
  • Dover made up 0.03% of CSM Advisors's portfolio in Q2 2026, its #324 holding.
  • CSM Advisors first reported a position in Dover in Q1 2021 and has held it in 22 quarters since.
  • CSM Advisors's Dover position peaked at $12.4M in Q4 2021.
  • 1,166 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.