HWM
DOV icon

HFR Wealth Management’s Dover DOV Stock Holding History

HFR 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 		$13.9M Sell
61,777
-1,144
-2% -$249K 3.38% 11
2026
Q1 		$13.1M Sell
62,921
-1,182
-2% -$253K 3.22% 13
2025
Q4 		$12.5M Buy
64,103
+533
+0.8% +$97.1K 2.95% 17
2025
Q3 		$10.6M Buy
63,570
+349
+0.6% +$62.6K 2.43% 24
2025
Q2 		$11.6M Buy
63,221
+787
+1% +$137K 2.8% 16
2025
Q1 		$11M Sell
62,434
-144
-0.2% -$27.7K 2.67% 19
2024
Q4 		$11.7M Buy
62,578
+169
+0.3% +$33K 2.9% 16
2024
Q3 		$12M Buy
62,409
+702
+1% +$128K 2.91% 15
2024
Q2 		$11.1M Buy
61,707
+279
+0.5% +$50K 2.83% 17
2024
Q1 		$10.9M Buy
61,428
+787
+1% +$127K 2.75% 18
2023
Q4 		$9.33M Buy
60,641
+1,136
+2% +$159K 2.53% 20
2023
Q3 		$8.3M Sell
59,505
-1,184
-2% -$171K 2.43% 25
2023
Q2 		$8.96M Buy
60,689
+50
+0.1% +$7.15K 2.49% 22
2023
Q1 		$9.21M Buy
60,639
+315
+0.5% +$46.2K 2.62% 20
2022
Q4 		$8.17M Buy
60,324
+106
+0.2% +$14.1K 2.37% 27
2022
Q3 		$7.02M Sell
60,218
-101
-0.2% -$12.9K 2.29% 27
2022
Q2 		$7.32M Buy
60,319
+900
+2% +$122K 2.21% 31
2022
Q1 		$9.32M Buy
59,419
+456
+0.8% +$74.8K 2.47% 23
2021
Q4 		$10.7M Buy
58,963
+1,089
+2% +$185K 2.69% 17
2021
Q3 		$9M Buy
57,874
+1,483
+3% +$246K 2.62% 18
2021
Q2 		$8.49M Buy
+56,391
New +$8.32M 2.56% 23

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

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

HFR Wealth Management reduced its Dover (DOV) stake by 1.8% in Q2 2026, selling an estimated $249K and leaving 61,777 shares worth $13.9M. The position accounts for 3.38% of the portfolio, ranked #11.

HFR Wealth Management first reported a position in DOV in Q2 2021 and has held it in 21 quarters since. 1,159 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • HFR Wealth Management held 61,777 shares of Dover worth $13.9M as of Q2 2026.
  • HFR Wealth Management sold 1,144 Dover shares in Q2 2026, an estimated $249K.
  • Dover made up 3.38% of HFR Wealth Management's portfolio in Q2 2026, its #11 holding.
  • HFR Wealth Management first reported a position in Dover in Q2 2021 and has held it in 21 quarters since.
  • 1,159 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.