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DOV icon

Elevation Wealth Partners’s Dover DOV Stock Holding History

Elevation Wealth Partners’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
Q3 		$140K Sell
750
-12
-2% -$2.42K 0.04% 174
2026
Q2 		$171K Hold
762
– – 0.05% 150
2026
Q1 		$159K Buy
762
+12
+2% +$2.56K 0.06% 129
2025
Q4 		$146K Sell
750
-110
-13% -$20K 0.05% 137
2025
Q3 		$143K Hold
860
– – 0.05% 139
2025
Q2 		$158K Sell
860
-415
-33% -$72.2K 0.06% 129
2025
Q1 		$224K Hold
1,275
– – 0.1% 105
2024
Q4 		$239K Hold
1,275
– – 0.1% 102
2024
Q3 		$244K Hold
1,275
– – 0.1% 102
2024
Q2 		$230K Hold
1,275
– – 0.11% 103
2024
Q1 		$226K Hold
1,275
– – 0.11% 104
2023
Q4 		$178K Buy
+1,275
New +$179K 0.11% 112

Other funds holding DOV

NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return

Elevation Wealth Partners's DOV Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Dover (DOV) stake by 1.6% in Q3 2026, selling an estimated $2.42K and leaving 750 shares worth $140K. The position accounts for 0.04% of the portfolio, ranked #174.

Elevation Wealth Partners first reported a position in DOV in Q4 2023 and has held it in 12 quarters since. The position peaked at $244K in Q3 2024. 47 funds tracked by Wall St. Rank hold DOV as of Q3 2026.

  • Elevation Wealth Partners held 750 shares of Dover worth $140K as of Q3 2026.
  • Elevation Wealth Partners sold 12 Dover shares in Q3 2026, an estimated $2.42K.
  • Dover made up 0.04% of Elevation Wealth Partners's portfolio in Q3 2026, its #174 holding.
  • Elevation Wealth Partners first reported a position in Dover in Q4 2023 and has held it in 12 quarters since.
  • Elevation Wealth Partners's Dover position peaked at $244K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Dover as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.