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Evelyn Partners Investment Management’s Dover DOV Stock Holding History

Evelyn Partners Investment 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 		$1.72M Sell
8,259
-744
-8% -$159K 0.05% 107
2025
Q4 		$1.76M Sell
9,003
-1,531
-15% -$279K 0.05% 114
2025
Q3 		$1.76M Sell
10,534
-743
-7% -$133K 0.05% 109
2025
Q2 		$2.07M Sell
11,277
-2,450
-18% -$426K 0.06% 102
2025
Q1 		$2.41M Sell
13,727
-1,302
-9% -$250K 0.08% 92
2024
Q4 		$2.82M Buy
+15,029
New +$2.94M 0.09% 91

Other funds holding DOV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evelyn Partners Investment Management's DOV Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Dover (DOV) stake by 8.3% in Q1 2026, selling an estimated $159K and leaving 8,259 shares worth $1.72M. The position accounts for 0.05% of the portfolio, ranked #107.

Evelyn Partners Investment Management first reported a position in DOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.82M in Q4 2024. 1,124 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

  • Evelyn Partners Investment Management held 8,259 shares of Dover worth $1.72M as of Q1 2026.
  • Evelyn Partners Investment Management sold 744 Dover shares in Q1 2026, an estimated $159K.
  • Dover made up 0.05% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #107 holding.
  • Evelyn Partners Investment Management first reported a position in Dover in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Dover position peaked at $2.82M in Q4 2024.
  • 1,124 funds tracked by Wall St. Rank held Dover as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.