Integrated Wealth Concepts’s Dover DOV Stock Holding History

Integrated Wealth Concepts’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	$973K	Buy	4,666 +1,317	+39%	+$282K	0.01%	1133
2025 Q4	$654K	Sell	3,349 -622	-16%	-$113K	0.01%	964
2025 Q3	$662K	Sell	3,971 -24	-0.6%	-$4.31K	0.01%	1198
2025 Q2	$732K	Buy	+3,995	New	+$695K	0.01%	1071
2023 Q4	–	Sell	-3,148	Closed	-$439K	–	1611
2023 Q3	$439K	Buy	3,148 +44	+1%	+$6.35K	0.01%	1039
2023 Q2	$458K	Buy	+3,104	New	+$444K	0.01%	1023
2022 Q1	–	Sell	-1,830	Closed	-$332K	–	973
2021 Q4	$332K	Buy	1,830 +15	+0.8%	+$2.54K	0.01%	734
2021 Q3	$282K	Buy	1,815 +35	+2%	+$5.8K	0.01%	763
2021 Q2	$268K	Sell	1,780 -24	-1%	-$3.54K	0.01%	687
2021 Q1	$247K	Buy	1,804 +23	+1%	+$2.93K	0.01%	637
2020 Q4	$225K	Buy	+1,781	New	+$212K	0.01%	575

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

Integrated Wealth Concepts's DOV Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Dover (DOV) stake by 39% in Q1 2026, buying an estimated $282K and bringing the position to 4,666 shares worth $973K. The position accounts for 0.01% of the portfolio, ranked #1133.

Integrated Wealth Concepts first reported a position in DOV in Q4 2020 and has held it in 11 quarters since. 1,121 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

Integrated Wealth Concepts held 4,666 shares of Dover worth $973K as of Q1 2026.
Integrated Wealth Concepts bought 1,317 Dover shares in Q1 2026, an estimated $282K.
Dover made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1133 holding.
Integrated Wealth Concepts first reported a position in Dover in Q4 2020 and has held it in 11 quarters since.
1,121 funds tracked by Wall St. Rank held Dover as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.