EWA
DOV icon

EverSource Wealth Advisors’s Dover DOV Stock Holding History

EverSource 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 		$350K Sell
1,561
-412
-21% -$89.8K 0.01% 732
2026
Q1 		$411K Buy
1,973
+222
+13% +$47.5K 0.01% 689
2025
Q4 		$342K Sell
1,751
-334
-16% -$60.8K 0.01% 704
2025
Q3 		$348K Buy
2,085
+545
+35% +$97.8K 0.01% 655
2025
Q2 		$282K Buy
1,540
+1,210
+367% +$211K 0.01% 697
2025
Q1 		$58K Buy
330
+133
+68% +$25.6K ﹤0.01% 1171
2024
Q4 		$37K Buy
197
+87
+79% +$17K ﹤0.01% 1326
2024
Q3 		$21.1K Sell
110
-11
-9% -$2K ﹤0.01% 1461
2024
Q2 		$22.3K Buy
121
+40
+49% +$7.16K ﹤0.01% 1454
2024
Q1 		$14.5K Buy
81
+27
+50% +$4.35K ﹤0.01% 1518
2023
Q4 		$8.31K Buy
54
+6
+13% +$841 ﹤0.01% 1649
2023
Q3 		$6.7K Buy
48
+23
+92% +$3.32K ﹤0.01% 1575
2023
Q2 		$3.69K Buy
25
+3
+14% +$429 ﹤0.01% 1845
2023
Q1 		$3.34K Buy
22
+2
+10% +$294 ﹤0.01% 1771
2022
Q4 		$2.71K Hold
20
– – ﹤0.01% 1818
2022
Q3 		$2K Hold
20
– – ﹤0.01% 1656
2022
Q2 		$2K Hold
20
– – ﹤0.01% 1492
2022
Q1 		$3K Buy
20
+12
+150% +$1.97K ﹤0.01% 1407
2021
Q4 		$1K Buy
+8
New +$1.36K ﹤0.01% 1690

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

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

EverSource Wealth Advisors reduced its Dover (DOV) stake by 21% in Q2 2026, selling an estimated $89.8K and leaving 1,561 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #732.

EverSource Wealth Advisors first reported a position in DOV in Q4 2021 and has held it in 19 quarters since. The position peaked at $411K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • EverSource Wealth Advisors held 1,561 shares of Dover worth $350K as of Q2 2026.
  • EverSource Wealth Advisors sold 412 Dover shares in Q2 2026, an estimated $89.8K.
  • Dover made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #732 holding.
  • EverSource Wealth Advisors first reported a position in Dover in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Dover position peaked at $411K in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.