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Forvis Mazars Wealth Advisors’s Dover DOV Stock Holding History

Forvis Mazars 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 		$313K Buy
+1,397
New +$304K 0.01% 369
2025
Q1 		– Sell
-1,403
Closed -$263K – 399
2024
Q4 		$263K Hold
1,403
– – 0.01% 387
2024
Q3 		$269K Buy
+1,403
New +$256K 0.01% 399
2021
Q1 		– Sell
-4,353
Closed -$550K – 303
2020
Q4 		$550K Sell
4,353
-26
-0.6% -$3.09K 0.03% 211
2020
Q3 		$474K Buy
+4,379
New +$469K 0.03% 212

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

Forvis Mazars Wealth Advisors's DOV Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors opened a new position in Dover (DOV) in Q2 2026: 1,397 shares worth $313K. The stake represents 0.01% of the portfolio and ranks #369 among its holdings. This is a return to the name: Forvis Mazars Wealth Advisors previously reported a position in DOV as recently as Q4 2024.

Forvis Mazars Wealth Advisors first reported a position in DOV in Q3 2020 and has held it in 5 quarters since. The position peaked at $550K in Q4 2020. 1,166 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 1,397 shares of Dover worth $313K as of Q2 2026.
  • Dover was a new Forvis Mazars Wealth Advisors position in Q2 2026.
  • Dover made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #369 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Dover in Q3 2020 and has held it in 5 quarters since.
  • Forvis Mazars Wealth Advisors's Dover position peaked at $550K in Q4 2020.
  • 1,166 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.