Heartwood Wealth Advisors’s Dover DOV Stock Holding History

Heartwood Wealth 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	-14	Closed	-$2.34K	–	314
2025 Q3	$2.34K	Buy	+14	New	+$2.51K	﹤0.01%	483

Other funds holding DOV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Heartwood Wealth Advisors's DOV Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Dover (DOV) in Q4 2025, closing a stake of 14 shares — an estimated $2.34K sold.

Heartwood Wealth Advisors first reported a position in DOV in Q3 2025 and held it in 1 quarter. The position peaked at $2.34K in Q3 2025. 1,113 funds tracked by Wall St. Rank hold DOV as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Dover position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 14 Dover shares in Q4 2025, an estimated $2.34K.
Heartwood Wealth Advisors first reported a position in Dover in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Dover position peaked at $2.34K in Q3 2025.
1,113 funds tracked by Wall St. Rank held Dover as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.