JWCA
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J.W. Coons Advisors’s Dover DOV Stock Holding History

J.W. Coons Advisors’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 		$331K Hold
1,805
– – 0.07% 193
2025
Q1 		$317K Buy
1,805
+100
+6% +$19.2K 0.08% 185
2024
Q4 		$320K Hold
1,705
– – 0.08% 190
2024
Q3 		$327K Hold
1,705
– – 0.08% 189
2024
Q2 		$308K Hold
1,705
– – 0.07% 189
2024
Q1 		$302K Sell
1,705
-100
-6% -$16.1K 0.07% 195
2023
Q4 		$278K Sell
1,805
-14
-0.8% -$1.96K 0.08% 198
2023
Q3 		$254K Sell
1,819
-300
-14% -$43.3K 0.07% 200
2023
Q2 		$313K Hold
2,119
– – 0.09% 190
2023
Q1 		$322K Hold
2,119
– – 0.09% 185
2022
Q4 		$287K Buy
2,119
+300
+16% +$39.9K 0.09% 189
2022
Q3 		$212K Buy
+1,819
New +$232K 0.08% 199
2022
Q2 		– Sell
-1,519
Closed -$239K – 249
2022
Q1 		$239K Hold
1,519
– – 0.07% 233
2021
Q4 		$276K Sell
1,519
-100
-6% -$17K 0.08% 202
2021
Q3 		$254K Hold
1,619
– – 0.09% 206
2021
Q2 		$243K Sell
1,619
-400
-20% -$59K 0.09% 197
2021
Q1 		$278K Hold
2,019
– – 0.1% 179
2020
Q4 		$257K Sell
2,019
-200
-9% -$23.8K 0.1% 176
2020
Q3 		$242K Hold
2,219
– – 0.1% 172
2020
Q2 		$217K Buy
+2,219
New +$205K 0.1% 182

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

J.W. Coons Advisors's DOV Position: Q2 2025 in Review

J.W. Coons Advisors held its Dover (DOV) position steady in Q2 2025 at 1,805 shares worth $331K. The position accounts for 0.07% of the portfolio, ranked #193.

J.W. Coons Advisors first reported a position in DOV in Q2 2020 and has held it in 20 quarters since. 1,058 funds tracked by Wall St. Rank hold DOV as of Q2 2025.

  • J.W. Coons Advisors held 1,805 shares of Dover worth $331K as of Q2 2025.
  • J.W. Coons Advisors left its Dover share count unchanged in Q2 2025.
  • Dover made up 0.07% of J.W. Coons Advisors's portfolio in Q2 2025, its #193 holding.
  • J.W. Coons Advisors first reported a position in Dover in Q2 2020 and has held it in 20 quarters since.
  • 1,058 funds tracked by Wall St. Rank held Dover as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.