IW
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IronOak Wealth’s Dover DOV Stock Holding History

IronOak Wealth’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
2024
Q4 		$340K Buy
+1,810
New +$354K 0.38% 54

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IronOak Wealth's DOV Position: Q4 2024 in Review

IronOak Wealth opened a new position in Dover (DOV) in Q4 2024: 1,810 shares worth $340K. The stake represents 0.38% of the portfolio and ranks #54 among its holdings.

1,052 funds tracked by Wall St. Rank hold DOV as of Q4 2024.

  • IronOak Wealth held 1,810 shares of Dover worth $340K as of Q4 2024.
  • Dover was a new IronOak Wealth position in Q4 2024.
  • Dover made up 0.38% of IronOak Wealth's portfolio in Q4 2024, its #54 holding.
  • 1,052 funds tracked by Wall St. Rank held Dover as of Q4 2024.

Based on IronOak Wealth's 13F filing for Q4 2024, filed 6 Mar 2025.