IWM
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IHT Wealth Management’s Dover DOV Stock Holding History

IHT 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 		$757K Sell
3,377
-266
-7% -$58K 0.02% 689
2026
Q1 		$759K Buy
3,643
+45
+1% +$9.62K 0.02% 666
2025
Q4 		$702K Buy
3,598
+556
+18% +$101K 0.02% 649
2025
Q3 		$507K Buy
3,042
+1
+0% +$179 0.01% 736
2025
Q2 		$557K Buy
3,041
+166
+6% +$28.9K 0.02% 664
2025
Q1 		$505K Sell
2,875
-121
-4% -$23.3K 0.02% 670
2024
Q4 		$562K Sell
2,996
-223
-7% -$43.6K 0.02% 645
2024
Q3 		$617K Buy
3,219
+421
+15% +$76.7K 0.02% 655
2024
Q2 		$505K Buy
2,798
+211
+8% +$37.8K 0.02% 630
2024
Q1 		$458K Buy
2,587
+614
+31% +$98.9K 0.02% 667
2023
Q4 		$303K Sell
1,973
-53
-3% -$7.43K 0.01% 761
2023
Q3 		$283K Buy
2,026
+201
+11% +$29K 0.01% 751
2023
Q2 		$269K Buy
+1,825
New +$261K 0.01% 764
2018
Q2 		– Sell
-2,232
Closed -$173K – 653
2018
Q1 		$173K Buy
2,232
+47
+2% +$3.85K 0.05% 377
2017
Q4 		$181K Sell
2,185
-79
-3% -$6.12K 0.05% 367
2017
Q3 		$172K Sell
2,264
-176
-7% -$12.2K 0.07% 276
2017
Q2 		$9 Buy
2,440
+6
+0.2% +$391 ﹤0.01% 995
2017
Q1 		$158K Sell
2,434
-92
-4% -$5.87K 0.11% 218
2016
Q4 		$156K Buy
+2,526
New +$146K 0.12% 199

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

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

IHT Wealth Management reduced its Dover (DOV) stake by 7.3% in Q2 2026, selling an estimated $58K and leaving 3,377 shares worth $757K. The position accounts for 0.02% of the portfolio, ranked #689.

IHT Wealth Management first reported a position in DOV in Q4 2016 and has held it in 19 quarters since. The position peaked at $759K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • IHT Wealth Management held 3,377 shares of Dover worth $757K as of Q2 2026.
  • IHT Wealth Management sold 266 Dover shares in Q2 2026, an estimated $58K.
  • Dover made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #689 holding.
  • IHT Wealth Management first reported a position in Dover in Q4 2016 and has held it in 19 quarters since.
  • IHT Wealth Management's Dover position peaked at $759K in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.