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Golden State Wealth Management’s Dover DOV Stock Holding History

Golden State Wealth 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
Q2 		$609K Buy
2,713
+26
+1% +$5.67K 0.06% 254
2026
Q1 		$560K Sell
2,687
-44
-2% -$9.41K 0.06% 236
2025
Q4 		$533K Buy
2,731
+325
+14% +$59.2K 0.06% 240
2025
Q3 		$401K Buy
2,406
+5
+0.2% +$897 0.04% 278
2025
Q2 		$440K Buy
2,401
+415
+21% +$72.2K 0.05% 253
2025
Q1 		$349K Buy
1,986
+1,740
+707% +$335K 0.05% 270
2024
Q4 		$46.1K Buy
+246
New +$48.1K 0.01% 596
2022
Q1 		$231K Sell
1,475
-23
-2% -$3.77K 0.05% 279
2021
Q4 		$272K Buy
1,498
+23
+2% +$3.9K 0.05% 304
2021
Q3 		$229K Hold
1,475
– – 0.05% 271
2021
Q2 		$222K Buy
+1,475
New +$218K 0.05% 266

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

Golden State Wealth Management's DOV Position: Q2 2026 in Review

Golden State Wealth Management increased its Dover (DOV) stake by 0.97% in Q2 2026, buying an estimated $5.67K and bringing the position to 2,713 shares worth $609K. The position accounts for 0.06% of the portfolio, ranked #254.

Golden State Wealth Management first reported a position in DOV in Q2 2021 and has held it in 11 quarters since. 1,162 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Golden State Wealth Management held 2,713 shares of Dover worth $609K as of Q2 2026.
  • Golden State Wealth Management bought 26 Dover shares in Q2 2026, an estimated $5.67K.
  • Dover made up 0.06% of Golden State Wealth Management's portfolio in Q2 2026, its #254 holding.
  • Golden State Wealth Management first reported a position in Dover in Q2 2021 and has held it in 11 quarters since.
  • 1,162 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.