EWM
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Evolution Wealth Management’s Dover DOV Stock Holding History

Evolution 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
Q2 		$673 Sell
3
-7
-70% -$1.52K ﹤0.01% 890
2026
Q1 		$2.08K Hold
10
– – ﹤0.01% 738
2025
Q4 		$1.95K Buy
10
+7
+233% +$1.27K ﹤0.01% 645
2025
Q3 		$500 Sell
3
-28
-90% -$5.03K ﹤0.01% 555
2025
Q2 		$5.7K Buy
+31
New +$5.39K 0.01% 439

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

Evolution Wealth Management's DOV Position: Q2 2026 in Review

Evolution Wealth Management reduced its Dover (DOV) stake by 70% in Q2 2026, selling an estimated $1.52K and leaving 3 shares worth $673. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Evolution Wealth Management first reported a position in DOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.7K in Q2 2025. 1,166 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Evolution Wealth Management held 3 shares of Dover worth $673 as of Q2 2026.
  • Evolution Wealth Management sold 7 Dover shares in Q2 2026, an estimated $1.52K.
  • Dover made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #890 holding.
  • Evolution Wealth Management first reported a position in Dover in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's Dover position peaked at $5.7K in Q2 2025.
  • 1,166 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.