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Halbert Hargrove Global Advisors’s Dover DOV Stock Holding History

Halbert Hargrove Global 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
Q4 		– Sell
-27
Closed -$4.5K – 469
2025
Q3 		$4.5K Buy
+27
New +$4.85K ﹤0.01% 437
2025
Q2 		– Sell
-11
Closed -$1.93K – 404
2025
Q1 		$1.93K Buy
+11
New +$2.12K ﹤0.01% 405

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 New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Halbert Hargrove Global Advisors's DOV Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Dover (DOV) in Q4 2025, closing a stake of 27 shares — an estimated $4.5K sold.

Halbert Hargrove Global Advisors first reported a position in DOV in Q1 2025 and held it in 2 quarters. The position peaked at $4.5K in Q3 2025. 1,113 funds tracked by Wall St. Rank hold DOV as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Dover position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 27 Dover shares in Q4 2025, an estimated $4.5K.
  • Halbert Hargrove Global Advisors first reported a position in Dover in Q1 2025 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's Dover position peaked at $4.5K in Q3 2025.
  • 1,113 funds tracked by Wall St. Rank held Dover as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.