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DOV icon

Evolve Private Wealth’s Dover DOV Stock Holding History

Evolve Private Wealth’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 		$458K Sell
2,044
-2,520
-55% -$549K 0.03% 550
2026
Q1 		$951K Sell
4,564
-138
-3% -$29.5K 0.05% 346
2025
Q4 		$918K Buy
+4,702
New +$856K 0.05% 320

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

Evolve Private Wealth's DOV Position: Q2 2026 in Review

Evolve Private Wealth reduced its Dover (DOV) stake by 55% in Q2 2026, selling an estimated $549K and leaving 2,044 shares worth $458K. The position accounts for 0.03% of the portfolio, ranked #550.

Evolve Private Wealth first reported a position in DOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $951K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Evolve Private Wealth held 2,044 shares of Dover worth $458K as of Q2 2026.
  • Evolve Private Wealth sold 2,520 Dover shares in Q2 2026, an estimated $549K.
  • Dover made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #550 holding.
  • Evolve Private Wealth first reported a position in Dover in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Dover position peaked at $951K in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held Dover as of Q2 2026.

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