Eads & Heald Wealth Management’s Dover DOV Stock Holding History

Eads & Heald 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 Q1	$1.65M	Sell	7,894 -210	-3%	-$44.9K	0.82%	51
2025 Q4	$1.58M	Sell	8,104 -145	-2%	-$26.4K	0.77%	58
2025 Q3	$1.38M	Buy	8,249 +76	+0.9%	+$13.6K	0.66%	64
2025 Q2	$1.5M	Sell	8,173 -297	-4%	-$51.7K	0.74%	56
2025 Q1	$1.49M	Sell	8,470 -175	-2%	-$33.6K	0.76%	57
2024 Q4	$1.62M	Sell	8,645 -174	-2%	-$34K	0.8%	56
2024 Q3	$1.69M	Sell	8,819 -160	-2%	-$29.2K	0.8%	53
2024 Q2	$1.62M	Sell	8,979 -204	-2%	-$36.5K	0.78%	55
2024 Q1	$1.63M	Sell	9,183 -906	-9%	-$146K	0.76%	62
2023 Q4	$1.55M	Sell	10,089 -60	-0.6%	-$8.41K	0.75%	67
2023 Q3	$1.42M	Sell	10,149 -101	-1%	-$14.6K	0.74%	65
2023 Q2	$1.51M	Buy	10,250 +495	+5%	+$70.8K	0.74%	67
2023 Q1	$1.48M	Sell	9,755 -13	-0.1%	-$1.91K	0.73%	68
2022 Q4	$1.32M	Sell	9,768 -5	-0.1%	-$664	0.67%	72
2022 Q3	$1.14M	Buy	9,773 +329	+3%	+$42K	0.65%	73
2022 Q2	$1.15M	Sell	9,444 -20	-0.2%	-$2.71K	0.62%	75
2022 Q1	$1.49M	Sell	9,464 -75	-0.8%	-$12.3K	0.69%	67
2021 Q4	$1.73M	Sell	9,539 -420	-4%	-$71.3K	0.75%	63
2021 Q3	$1.55M	Sell	9,959 -566	-5%	-$93.7K	0.75%	66
2021 Q2	$1.58M	Sell	10,525 -234	-2%	-$34.5K	0.77%	64
2021 Q1	$1.48M	Sell	10,759 -99	-0.9%	-$12.6K	0.76%	69
2020 Q4	$1.37M	Hold	10,858	–	–	0.74%	67
2020 Q3	$1.18M	Sell	10,858 -76	-0.7%	-$8.14K	0.7%	69
2020 Q2	$1.06M	Sell	10,934 -245	-2%	-$22.6K	0.64%	71
2020 Q1	$938K	Sell	11,179 -64	-0.6%	-$6.79K	0.66%	71
2019 Q4	$1.3M	Sell	11,243 -230	-2%	-$24.6K	0.69%	68
2019 Q3	$1.14M	Sell	11,473 -31	-0.3%	-$2.97K	0.64%	71
2019 Q2	$1.15M	Sell	11,504 -390	-3%	-$37.4K	0.65%	69
2019 Q1	$1.12M	Buy	11,894 +219	+2%	+$18.9K	0.65%	69
2018 Q4	$828K	Sell	11,675 -15	-0.1%	-$1.23K	0.55%	80
2018 Q3	$1.03M	Sell	11,690 -20	-0.2%	-$1.65K	0.59%	77
2018 Q2	$857K	Sell	11,710 -2,527	-18%	-$193K	0.53%	81
2018 Q1	$1.13M	Sell	14,237 -155	-1%	-$12.7K	0.72%	69
2017 Q4	$1.17M	Sell	14,392 -2,014	-12%	-$156K	0.69%	72
2017 Q3	$1.21M	Sell	16,406 -1,317	-7%	-$91.5K	0.75%	67
2017 Q2	$1.15M	Sell	17,723 -6,307	-26%	-$411K	0.74%	69
2017 Q1	$1.56M	Sell	24,030 -4,074	-14%	-$260K	1.01%	45
2016 Q4	$1.7M	Sell	28,104 -563	-2%	-$32.5K	1.16%	34
2016 Q3	$1.71M	Sell	28,667 -204	-0.7%	-$11.8K	1.17%	30
2016 Q2	$1.62M	Sell	28,871 -205	-0.7%	-$11K	1.11%	38
2016 Q1	$1.51M	Buy	29,076 +1,301	+5%	+$63.1K	1.05%	43
2015 Q4	$1.38M	Buy	27,775 +2,142	+8%	+$109K	0.95%	45
2015 Q3	$1.18M	Sell	25,633 -402	-2%	-$20.4K	0.84%	57
2015 Q2	$1.48M	Buy	26,035 +106	+0.4%	+$6.31K	0.97%	46
2015 Q1	$1.45M	Sell	25,929 -600	-2%	-$34.6K	0.93%	51
2014 Q4	$1.54M	Sell	26,529 -103	-0.4%	-$6.39K	0.98%	47
2014 Q3	$1.73M	Sell	26,632 -551	-2%	-$38.8K	1.17%	38
2014 Q2	$2M	Sell	27,183 -1,796	-6%	-$126K	1.33%	25
2014 Q1	$1.91M	Sell	28,979 -5,862	-17%	-$365K	1.26%	35
2013 Q4	$2.25M	Sell	34,841 -555	-2%	-$34K	1.5%	9
2013 Q3	$2.13M	Sell	35,396 -4,284	-11%	-$247K	1.52%	4
2013 Q2	$2.07M	Buy	+39,680	New	+$1.99M	1.46%	18

Other funds holding DOV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eads & Heald Wealth Management's DOV Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its Dover (DOV) stake by 2.6% in Q1 2026, selling an estimated $44.9K and leaving 7,894 shares worth $1.65M. The position accounts for 0.82% of the portfolio, ranked #51.

Eads & Heald Wealth Management first reported a position in DOV in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.25M in Q4 2013. 1,121 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

Eads & Heald Wealth Management held 7,894 shares of Dover worth $1.65M as of Q1 2026.
Eads & Heald Wealth Management sold 210 Dover shares in Q1 2026, an estimated $44.9K.
Dover made up 0.82% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #51 holding.
Eads & Heald Wealth Management first reported a position in Dover in Q2 2013 and has held it in 52 quarters since.
Eads & Heald Wealth Management's Dover position peaked at $2.25M in Q4 2013.
1,121 funds tracked by Wall St. Rank held Dover as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.