HWM
DOV icon

HB Wealth Management’s Dover DOV Stock Holding History

HB 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 		$2.98M Buy
13,270
+2,048
+18% +$446K 0.02% 379
2026
Q1 		$2.34M Buy
11,222
+788
+8% +$168K 0.02% 397
2025
Q4 		$2.04M Buy
10,434
+157
+2% +$28.6K 0.01% 408
2025
Q3 		$1.71M Buy
10,277
+1,625
+19% +$292K 0.01% 449
2025
Q2 		$1.59M Sell
8,652
-299
-3% -$52K 0.01% 424
2025
Q1 		$1.57M Buy
8,951
+922
+11% +$177K 0.01% 431
2024
Q4 		$1.51M Buy
8,029
+401
+5% +$78.4K 0.02% 338
2024
Q3 		$1.46M Buy
7,628
+166
+2% +$30.2K 0.02% 322
2024
Q2 		$1.35M Buy
7,462
+1,788
+32% +$320K 0.02% 315
2024
Q1 		$1.01M Sell
5,674
-87
-2% -$14K 0.01% 352
2023
Q4 		$886K Sell
5,761
-433
-7% -$60.7K 0.01% 338
2023
Q3 		$864K Buy
6,194
+841
+16% +$121K 0.01% 318
2023
Q2 		$790K Buy
5,353
+340
+7% +$48.6K 0.01% 328
2023
Q1 		$762K Buy
5,013
+460
+10% +$67.5K 0.01% 332
2022
Q4 		$617K Buy
4,553
+215
+5% +$28.6K 0.01% 354
2022
Q3 		$506K Sell
4,338
-2,300
-35% -$294K 0.01% 335
2022
Q2 		$805K Buy
6,638
+3,181
+92% +$430K 0.02% 278
2022
Q1 		$542K Buy
+3,457
New +$567K 0.01% 339

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

HB Wealth Management's DOV Position: Q2 2026 in Review

HB Wealth Management increased its Dover (DOV) stake by 18% in Q2 2026, buying an estimated $446K and bringing the position to 13,270 shares worth $2.98M. The position accounts for 0.02% of the portfolio, ranked #379.

HB Wealth Management first reported a position in DOV in Q1 2022 and has held it in 18 quarters since. 1,160 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • HB Wealth Management held 13,270 shares of Dover worth $2.98M as of Q2 2026.
  • HB Wealth Management bought 2,048 Dover shares in Q2 2026, an estimated $446K.
  • Dover made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #379 holding.
  • HB Wealth Management first reported a position in Dover in Q1 2022 and has held it in 18 quarters since.
  • 1,160 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.