IAM Advisory’s Dover DOV Stock Holding History

IAM Advisory’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 Q2	–	Sell	-4,104	Closed	-$721K	–	100
2025 Q1	$721K	Sell	4,104 -169	-4%	-$32.5K	0.19%	67
2024 Q4	$802K	Buy	+4,273	New	+$836K	0.2%	64

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

IAM Advisory's DOV Position: Q2 2025 in Review

IAM Advisory sold out of Dover (DOV) in Q2 2025, closing a stake of 4,104 shares — an estimated $721K sold.

IAM Advisory first reported a position in DOV in Q4 2024 and held it in 2 quarters. The position peaked at $802K in Q4 2024. 1,058 funds tracked by Wall St. Rank hold DOV as of Q2 2025.

IAM Advisory reported no remaining Dover position as of Q2 2025 after selling out during the quarter.
IAM Advisory sold 4,104 Dover shares in Q2 2025, an estimated $721K.
IAM Advisory first reported a position in Dover in Q4 2024 and held it in 2 quarters.
IAM Advisory's Dover position peaked at $802K in Q4 2024.
1,058 funds tracked by Wall St. Rank held Dover as of Q2 2025.

Based on IAM Advisory's 13F filing for Q2 2025, filed 8 Jul 2025.