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Dogwood Wealth Management’s Dover DOV Stock Holding History

Dogwood 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 		$9.42K Hold
42
– – ﹤0.01% 395
2026
Q1 		$8.76K Buy
42
+39
+1,300% +$8.34K ﹤0.01% 367
2025
Q4 		$586 Sell
3
-4
-57% -$729 ﹤0.01% 657
2025
Q3 		$1.17K Sell
7
-2
-22% -$359 ﹤0.01% 586
2025
Q2 		$1.7K Buy
9
+7
+350% +$1.22K ﹤0.01% 579
2025
Q1 		$351 Buy
+2
New +$385 ﹤0.01% 485
2024
Q3 		– Hold
0
– – – 389
2024
Q2 		– Hold
0
– – – 424
2024
Q1 		– Hold
0
– – – 417
2023
Q4 		– Hold
0
– – – 411

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

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

Dogwood Wealth Management held its Dover (DOV) position steady in Q2 2026 at 42 shares worth $9.42K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Dogwood Wealth Management first reported a position in DOV in Q1 2025 and has held it in 6 quarters since. 1,160 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Dogwood Wealth Management held 42 shares of Dover worth $9.42K as of Q2 2026.
  • Dogwood Wealth Management left its Dover share count unchanged in Q2 2026.
  • Dover made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #395 holding.
  • Dogwood Wealth Management first reported a position in Dover in Q1 2025 and has held it in 6 quarters since.
  • 1,160 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.