IWC
DOV icon

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
Q2 		$1.25M Buy
5,558
+892
+19% +$194K 0.01% 1072
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
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

Integrated Wealth Concepts's DOV Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Dover (DOV) stake by 19% in Q2 2026, buying an estimated $194K and bringing the position to 5,558 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #1072.

Integrated Wealth Concepts first reported a position in DOV in Q4 2020 and has held it in 12 quarters since. 1,167 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Integrated Wealth Concepts held 5,558 shares of Dover worth $1.25M as of Q2 2026.
  • Integrated Wealth Concepts bought 892 Dover shares in Q2 2026, an estimated $194K.
  • Dover made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1072 holding.
  • Integrated Wealth Concepts first reported a position in Dover in Q4 2020 and has held it in 12 quarters since.
  • 1,167 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.