JWM
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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
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% -$4.55K 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

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jeppson Wealth Management's DOV Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Dover (DOV) stake by 1.9% in Q2 2026, selling an estimated $13.1K and leaving 3,044 shares worth $683K. The position accounts for 0.2% of the portfolio, ranked #110.

Jeppson Wealth Management first reported a position in DOV in Q3 2020 and has held it in 18 quarters since. 1,165 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Jeppson Wealth Management held 3,044 shares of Dover worth $683K as of Q2 2026.
  • Jeppson Wealth Management sold 60 Dover shares in Q2 2026, an estimated $13.1K.
  • Dover made up 0.2% of Jeppson Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Jeppson Wealth Management first reported a position in Dover in Q3 2020 and has held it in 18 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.