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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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