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Guided Capital Wealth Management’s Dover DOV Stock Holding History

Guided Capital 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
2025
Q3 		– Sell
-10,980
Closed -$2.01M – 36
2025
Q2 		$2.01M Sell
10,980
-1,000
-8% -$174K 1.55% 22
2025
Q1 		$2.1M Buy
11,980
+3,332
+39% +$641K 1.76% 16
2024
Q4 		$1.62M Buy
+8,648
New +$1.69M 1.49% 18

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Guided Capital Wealth Management's DOV Position: Q3 2025 in Review

Guided Capital Wealth Management sold out of Dover (DOV) in Q3 2025, closing a stake of 10,980 shares — an estimated $2.01M sold.

Guided Capital Wealth Management first reported a position in DOV in Q4 2024 and held it in 3 quarters. The position peaked at $2.1M in Q1 2025. 1,054 funds tracked by Wall St. Rank hold DOV as of Q3 2025.

  • Guided Capital Wealth Management reported no remaining Dover position as of Q3 2025 after selling out during the quarter.
  • Guided Capital Wealth Management sold 10,980 Dover shares in Q3 2025, an estimated $2.01M.
  • Guided Capital Wealth Management first reported a position in Dover in Q4 2024 and held it in 3 quarters.
  • Guided Capital Wealth Management's Dover position peaked at $2.1M in Q1 2025.
  • 1,054 funds tracked by Wall St. Rank held Dover as of Q3 2025.

Based on Guided Capital Wealth Management's 13F filing for Q3 2025, filed 8 Oct 2025.