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Financial Advocates Investment Management’s Dover DOV Stock Holding History

Financial Advocates 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
2025
Q3 		– Sell
-3,384
Closed -$620K – 203
2025
Q2 		$620K Sell
3,384
-690
-17% -$120K 0.05% 314
2025
Q1 		$716K Buy
4,074
+3
+0.1% +$577 0.05% 349
2024
Q4 		$764K Buy
4,071
+772
+23% +$151K 0.04% 361
2024
Q3 		$633K Buy
3,299
+9
+0.3% +$1.64K 0.04% 400
2024
Q2 		$594K Buy
+3,290
New +$589K 0.04% 393

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Advocates Investment Management's DOV Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Dover (DOV) in Q3 2025, closing a stake of 3,384 shares — an estimated $620K sold.

Financial Advocates Investment Management first reported a position in DOV in Q2 2024 and held it in 5 quarters. The position peaked at $764K in Q4 2024. 1,054 funds tracked by Wall St. Rank hold DOV as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Dover position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,384 Dover shares in Q3 2025, an estimated $620K.
  • Financial Advocates Investment Management first reported a position in Dover in Q2 2024 and held it in 5 quarters.
  • Financial Advocates Investment Management's Dover position peaked at $764K in Q4 2024.
  • 1,054 funds tracked by Wall St. Rank held Dover as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.