GoalVest Advisory’s Dover DOV Stock Holding History

GoalVest Advisory’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	-68	Closed	-$13.3K	–	474
2025 Q4	$13.3K	Buy	+68	New	+$12.4K	﹤0.01%	398
2022 Q2	–	Sell	-2	Closed	–	–	362
2022 Q1	$0	Buy	+2	New	+$328	﹤0.01%	400

Other funds holding DOV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GoalVest Advisory's DOV Position: Q1 2026 in Review

GoalVest Advisory sold out of Dover (DOV) in Q1 2026, closing a stake of 68 shares — an estimated $13.3K sold.

GoalVest Advisory first reported a position in DOV in Q1 2022 and held it in 2 quarters. The position peaked at $13.3K in Q4 2025. 1,121 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

GoalVest Advisory reported no remaining Dover position as of Q1 2026 after selling out during the quarter.
GoalVest Advisory sold 68 Dover shares in Q1 2026, an estimated $13.3K.
GoalVest Advisory first reported a position in Dover in Q1 2022 and held it in 2 quarters.
GoalVest Advisory's Dover position peaked at $13.3K in Q4 2025.
1,121 funds tracked by Wall St. Rank held Dover as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.