Jeppson Wealth Management
DOV icon

Jeppson Wealth Management’s Dover DOV Stock Holding History

Jeppson 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
2026
Q3 		$530K Sell
2,836
-208
-7% -$41.9K 0.15% 132
2026
Q2 		$683K Sell
3,044
-60
-2% -$13.1K 0.2% 110
2026
Q1 		$647K Buy
3,104
+1
+0% +$214 0.2% 105
2025
Q4 		$606K Buy
3,103
+4
+0.1% +$729 0.19% 106
2025
Q3 		$517K Sell
3,099
-85
-3% -$15.3K 0.16% 119
2025
Q2 		$583K Buy
3,184
+3
+0.1% +$522 0.2% 108
2025
Q1 		$559K Sell
3,181
-32
-1% -$6.15K 0.2% 110
2024
Q4 		$603K Buy
3,213
+2
+0.1% +$391 0.22% 102
2024
Q3 		$616K Sell
3,211
-25
-0.8% -$4.56K 0.22% 105
2024
Q2 		$584K Sell
3,236
-5
-0.2% -$895 0.22% 101
2024
Q1 		$574K Sell
3,241
-10
-0.3% -$1.61K 0.22% 105
2023
Q4 		$500K Sell
3,251
-100
-3% -$14K 0.21% 107
2023
Q3 		$467K Sell
3,351
-32
-0.9% -$4.62K 0.21% 112
2023
Q2 		$500K Sell
3,383
-93
-3% -$13.3K 0.22% 110
2023
Q1 		$528K Sell
3,476
-17
-0.5% -$2.5K 0.23% 106
2022
Q4 		$473K Buy
3,493
+217
+7% +$28.8K 0.2% 111
2022
Q3 		$382K Buy
3,276
+1,451
+80% +$185K 0.17% 119
2022
Q2 		$221K Buy
+1,825
New +$247K 0.1% 166
2020
Q4 		– Sell
-522
Closed -$57K – 210
2020
Q3 		$57K Buy
+522
New +$55.9K 0.04% 211

Other funds holding DOV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Cincinnati Financial Corp
Cincinnati Financial Corp Fairfield, Ohio $5.32B AUM 18.6% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Jeppson Wealth Management's DOV Position: Q3 2026 in Review

Jeppson Wealth Management reduced its Dover (DOV) stake by 6.8% in Q3 2026, selling an estimated $41.9K and leaving 2,836 shares worth $530K. The position accounts for 0.15% of the portfolio, ranked #132.

Jeppson Wealth Management first reported a position in DOV in Q3 2020 and has held it in 19 quarters since. The position peaked at $683K in Q2 2026. 689 funds tracked by Wall St. Rank hold DOV as of Q3 2026.

  • Jeppson Wealth Management held 2,836 shares of Dover worth $530K as of Q3 2026.
  • Jeppson Wealth Management sold 208 Dover shares in Q3 2026, an estimated $41.9K.
  • Dover made up 0.15% of Jeppson Wealth Management's portfolio in Q3 2026, its #132 holding.
  • Jeppson Wealth Management first reported a position in Dover in Q3 2020 and has held it in 19 quarters since.
  • Jeppson Wealth Management's Dover position peaked at $683K in Q2 2026.
  • 689 funds tracked by Wall St. Rank held Dover as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.