IHWM
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Iron Horse Wealth Management’s Dover DOV Stock Holding History

Iron Horse 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
2025
Q2 		$29.9K Hold
163
– – 0.01% 183
2025
Q1 		$28.6K Buy
163
+28
+21% +$5.38K 0.01% 166
2024
Q4 		$25.3K Buy
135
+45
+50% +$8.8K 0.01% 161
2024
Q3 		$17.3K Buy
90
+45
+100% +$8.2K 0.01% 196
2024
Q2 		$8.12K Hold
45
– – ﹤0.01% 235
2024
Q1 		$7.97K Buy
+45
New +$7.25K ﹤0.01% 218

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Iron Horse Wealth Management's DOV Position: Q2 2025 in Review

Iron Horse Wealth Management held its Dover (DOV) position steady in Q2 2025 at 163 shares worth $29.9K. The position accounts for 0.01% of the portfolio, ranked #183.

Iron Horse Wealth Management first reported a position in DOV in Q1 2024 and has held it in 6 quarters since. 1,057 funds tracked by Wall St. Rank hold DOV as of Q2 2025.

  • Iron Horse Wealth Management held 163 shares of Dover worth $29.9K as of Q2 2025.
  • Iron Horse Wealth Management left its Dover share count unchanged in Q2 2025.
  • Dover made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #183 holding.
  • Iron Horse Wealth Management first reported a position in Dover in Q1 2024 and has held it in 6 quarters since.
  • 1,057 funds tracked by Wall St. Rank held Dover as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.