EWA
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EP Wealth Advisors’s Dover DOV Stock Holding History

EP Wealth 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 		$4.81M Sell
21,455
-557
-3% -$121K 0.02% 391
2026
Q1 		$4.59M Sell
22,012
-1,305
-6% -$279K 0.02% 329
2025
Q4 		$4.55M Buy
+23,317
New +$4.25M 0.02% 298
2025
Q2 		$5.12M Sell
27,923
-24
-0.1% -$4.18K 0.03% 260
2025
Q1 		$4.91M Buy
27,947
+1,820
+7% +$350K 0.04% 224
2024
Q4 		$4.9M Buy
26,127
+383
+1% +$74.9K 0.04% 221
2024
Q3 		$4.94M Buy
25,744
+5,272
+26% +$961K 0.04% 223
2024
Q2 		$3.69M Sell
20,472
-211
-1% -$37.8K 0.04% 207
2024
Q1 		$3.66M Buy
20,683
+127
+0.6% +$20.5K 0.04% 204
2023
Q4 		$3.16M Sell
20,556
-1,039
-5% -$146K 0.04% 209
2023
Q3 		$3.01M Buy
21,595
+5,381
+33% +$777K 0.05% 199
2023
Q2 		$3.19M Sell
16,214
-14,276
-47% -$2.04M 0.05% 196
2023
Q1 		$1.25M Buy
30,490
+7,027
+30% +$1.03M 0.02% 280
2022
Q4 		$3.18M Sell
23,463
-1,893
-7% -$251K 0.06% 169
2022
Q3 		$2.96M Sell
25,356
-574
-2% -$73.3K 0.07% 156
2022
Q2 		$3.15M Buy
25,930
+286
+1% +$38.7K 0.07% 150
2022
Q1 		$4.02M Sell
25,644
-502
-2% -$82.4K 0.09% 131
2021
Q4 		$4.75M Sell
26,146
-556
-2% -$94.3K 0.11% 106
2021
Q3 		$4.15M Sell
26,702
-1,159
-4% -$192K 0.11% 102
2021
Q2 		$4.2M Sell
27,861
-810
-3% -$120K 0.12% 113
2021
Q1 		$3.93M Buy
+28,671
New +$3.65M 0.13% 109

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

EP Wealth Advisors's DOV Position: Q2 2026 in Review

EP Wealth Advisors reduced its Dover (DOV) stake by 2.5% in Q2 2026, selling an estimated $121K and leaving 21,455 shares worth $4.81M. The position accounts for 0.02% of the portfolio, ranked #391.

EP Wealth Advisors first reported a position in DOV in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.12M in Q2 2025. 1,160 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • EP Wealth Advisors held 21,455 shares of Dover worth $4.81M as of Q2 2026.
  • EP Wealth Advisors sold 557 Dover shares in Q2 2026, an estimated $121K.
  • Dover made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #391 holding.
  • EP Wealth Advisors first reported a position in Dover in Q1 2021 and has held it in 21 quarters since.
  • EP Wealth Advisors's Dover position peaked at $5.12M in Q2 2025.
  • 1,160 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.