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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Forvis Mazars Wealth Advisors's DOV Position: Q1 2025 in Review

Forvis Mazars Wealth Advisors sold out of Dover (DOV) in Q1 2025, closing a stake of 1,403 shares — an estimated $263K sold.

Forvis Mazars Wealth Advisors first reported a position in DOV in Q3 2020 and held it in 4 quarters. The position peaked at $550K in Q4 2020. 1,060 funds tracked by Wall St. Rank hold DOV as of Q1 2025.

  • Forvis Mazars Wealth Advisors reported no remaining Dover position as of Q1 2025 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 1,403 Dover shares in Q1 2025, an estimated $263K.
  • Forvis Mazars Wealth Advisors first reported a position in Dover in Q3 2020 and held it in 4 quarters.
  • Forvis Mazars Wealth Advisors's Dover position peaked at $550K in Q4 2020.
  • 1,060 funds tracked by Wall St. Rank held Dover as of Q1 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.