Heritage Wealth Advisors’s Dover DOV Stock Holding History

Heritage 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
2026 Q1	$412K	Hold	1,977	–	–	0.02%	147
2025 Q4	$386K	Buy	1,977 +72	+4%	+$13.1K	0.01%	164
2025 Q3	$318K	Hold	1,905	–	–	0.01%	169
2025 Q2	$349K	Hold	1,905	–	–	0.02%	162
2025 Q1	$335K	Sell	1,905 -75	-4%	-$14.4K	0.02%	157
2024 Q4	$371K	Hold	1,980	–	–	0.02%	155
2024 Q3	$380K	Hold	1,980	–	–	0.02%	163
2024 Q2	$357K	Hold	1,980	–	–	0.02%	156
2024 Q1	$351K	Hold	1,980	–	–	0.02%	168
2023 Q4	$305K	Hold	1,980	–	–	0.02%	178
2023 Q3	$276K	Hold	1,980	–	–	0.02%	170
2023 Q2	$292K	Hold	1,980	–	–	0.02%	176
2023 Q1	$301K	Hold	1,980	–	–	0.02%	173
2022 Q4	$268K	Hold	1,980	–	–	0.02%	182
2022 Q3	$231K	Hold	1,980	–	–	0.02%	187
2022 Q2	$240K	Buy	1,980 +1,722	+667%	+$233K	0.02%	184
2022 Q1	$40K	Hold	258	–	–	﹤0.01%	334
2021 Q4	$47K	Hold	258	–	–	﹤0.01%	334
2021 Q3	$40.1K	Buy	258 +225	+682%	+$37.3K	﹤0.01%	337
2021 Q2	$4.97K	Hold	33	–	–	﹤0.01%	481
2021 Q1	$4.53K	Buy	+33	New	+$4.2K	﹤0.01%	504
2020 Q1	–	Sell	-41	Closed	-$4.73K	–	475
2019 Q4	$4.73K	Buy	+41	New	+$4.39K	﹤0.01%	446
2019 Q3	–	Sell	-126	Closed	-$12.6K	–	440
2019 Q2	$12.6K	Sell	126 -75	-37%	-$7.2K	﹤0.01%	375
2019 Q1	$18.9K	Buy	201 +126	+168%	+$10.9K	﹤0.01%	312
2018 Q4	$5K	Hold	75	–	–	﹤0.01%	338
2018 Q3	$6K	Buy	+75	New	+$6.19K	﹤0.01%	325

Other funds holding DOV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Advisors's DOV Position: Q1 2026 in Review

Heritage Wealth Advisors held its Dover (DOV) position steady in Q1 2026 at 1,977 shares worth $412K. The position accounts for 0.02% of the portfolio, ranked #147.

Heritage Wealth Advisors first reported a position in DOV in Q3 2018 and has held it in 26 quarters since. 1,121 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

Heritage Wealth Advisors held 1,977 shares of Dover worth $412K as of Q1 2026.
Heritage Wealth Advisors left its Dover share count unchanged in Q1 2026.
Dover made up 0.02% of Heritage Wealth Advisors's portfolio in Q1 2026, its #147 holding.
Heritage Wealth Advisors first reported a position in Dover in Q3 2018 and has held it in 26 quarters since.
1,121 funds tracked by Wall St. Rank held Dover as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.