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Forum Financial Management’s Dover DOV Stock Holding History

Forum Financial 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 		– Sell
-2,271
Closed -$443K – 518
2025
Q4 		$443K Sell
2,271
-280
-11% -$51K 0.01% 540
2025
Q3 		$426K Buy
2,551
+921
+57% +$165K 0.01% 534
2025
Q2 		$299K Buy
1,630
+239
+17% +$41.6K ﹤0.01% 670
2025
Q1 		$244K Hold
1,391
– – ﹤0.01% 709
2024
Q4 		$261K Sell
1,391
-596
-30% -$117K ﹤0.01% 698
2024
Q3 		$381K Buy
1,987
+3
+0.2% +$547 0.01% 415
2024
Q2 		$358K Sell
1,984
-11
-0.6% -$1.97K 0.01% 416
2024
Q1 		$353K Buy
1,995
+24
+1% +$3.87K 0.01% 441
2023
Q4 		$303K Buy
+1,971
New +$276K 0.01% 448
2022
Q1 		– Sell
-1,270
Closed -$231K – 629
2021
Q4 		$231K Buy
+1,270
New +$216K 0.01% 547

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 New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forum Financial Management's DOV Position: Q1 2026 in Review

Forum Financial Management sold out of Dover (DOV) in Q1 2026, closing a stake of 2,271 shares — an estimated $443K sold.

Forum Financial Management first reported a position in DOV in Q4 2021 and held it in 10 quarters. The position peaked at $443K in Q4 2025. 1,130 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

  • Forum Financial Management reported no remaining Dover position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,271 Dover shares in Q1 2026, an estimated $443K.
  • Forum Financial Management first reported a position in Dover in Q4 2021 and held it in 10 quarters.
  • Forum Financial Management's Dover position peaked at $443K in Q4 2025.
  • 1,130 funds tracked by Wall St. Rank held Dover as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.