Heck Capital Advisors’s Dover DOV Stock Holding History

Heck Capital 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 Q1	–	Sell	-5	Closed	-$938	–	397
2024 Q4	$938	Buy	+5	New	+$978	﹤0.01%	711

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 $1.81T AUM 41.13% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Heck Capital Advisors's DOV Position: Q1 2025 in Review

Heck Capital Advisors sold out of Dover (DOV) in Q1 2025, closing a stake of 5 shares — an estimated $938 sold.

Heck Capital Advisors first reported a position in DOV in Q4 2024 and held it in 1 quarter. The position peaked at $938 in Q4 2024. 1,061 funds tracked by Wall St. Rank hold DOV as of Q1 2025.

Heck Capital Advisors reported no remaining Dover position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 5 Dover shares in Q1 2025, an estimated $938.
Heck Capital Advisors first reported a position in Dover in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Dover position peaked at $938 in Q4 2024.
1,061 funds tracked by Wall St. Rank held Dover as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.