HWA
DOV icon

HHM Wealth Advisors’s Dover DOV Stock Holding History

HHM 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
Q2 		$239K Sell
1,065
-30
-3% -$6.54K 0.02% 191
2026
Q1 		$228K Sell
1,095
-14
-1% -$2.99K 0.03% 180
2025
Q4 		$217K Buy
1,109
+37
+3% +$6.74K 0.03% 186
2025
Q3 		$179K Hold
1,072
– – 0.02% 221
2025
Q2 		$196K Sell
1,072
-5
-0.5% -$870 0.02% 201
2025
Q1 		$189K Sell
1,077
-486
-31% -$93.4K 0.03% 189
2024
Q4 		$293K Buy
1,563
+5
+0.3% +$978 0.04% 150
2024
Q3 		$299K Sell
1,558
-500
-24% -$91.1K 0.04% 138
2024
Q2 		$371K Buy
2,058
+1,500
+269% +$269K 0.06% 111
2024
Q1 		$98.9K Hold
558
– – 0.02% 207
2023
Q4 		$85.8K Hold
558
– – 0.01% 224
2023
Q3 		$77.8K Hold
558
– – 0.02% 221
2023
Q2 		$82.4K Sell
558
-101
-15% -$14.4K 0.02% 226
2023
Q1 		$100K Buy
659
+173
+36% +$25.4K 0.02% 199
2022
Q4 		$65.8K Hold
486
– – 0.02% 214
2022
Q3 		$57K Buy
486
+330
+212% +$42.1K 0.02% 214
2022
Q2 		$19K Hold
156
– – ﹤0.01% 430
2022
Q1 		$24K Hold
156
– – 0.01% 413
2021
Q4 		$28K Hold
156
– – 0.01% 381
2021
Q3 		$24K Hold
156
– – 0.01% 386
2021
Q2 		$23K Hold
156
– – 0.01% 381
2021
Q1 		$21K Hold
156
– – 0.01% 374
2020
Q4 		$20K Hold
156
– – 0.01% 352
2020
Q3 		$17K Hold
156
– – 0.01% 332
2020
Q2 		$15K Buy
+156
New +$14.4K 0.01% 337

Other funds holding DOV

VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

HHM Wealth Advisors's DOV Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Dover (DOV) stake by 2.7% in Q2 2026, selling an estimated $6.54K and leaving 1,065 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #191.

HHM Wealth Advisors first reported a position in DOV in Q2 2020 and has held it in 25 quarters since. The position peaked at $371K in Q2 2024. 315 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • HHM Wealth Advisors held 1,065 shares of Dover worth $239K as of Q2 2026.
  • HHM Wealth Advisors sold 30 Dover shares in Q2 2026, an estimated $6.54K.
  • Dover made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #191 holding.
  • HHM Wealth Advisors first reported a position in Dover in Q2 2020 and has held it in 25 quarters since.
  • HHM Wealth Advisors's Dover position peaked at $371K in Q2 2024.
  • 315 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.