JWA
DOV icon

JFS Wealth Advisors’s Dover DOV Stock Holding History

JFS Wealth 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
2026
Q2 		$22.7K Buy
101
+6
+6% +$1.31K ﹤0.01% 742
2026
Q1 		$19.8K Sell
95
-8
-8% -$1.71K ﹤0.01% 738
2025
Q4 		$20.1K Buy
103
+22
+27% +$4.01K ﹤0.01% 744
2025
Q3 		$13.5K Sell
81
-1
-1% -$179 ﹤0.01% 804
2025
Q2 		$15K Buy
82
+7
+9% +$1.22K ﹤0.01% 731
2025
Q1 		$13.2K Sell
75
-6
-7% -$1.15K ﹤0.01% 784
2024
Q4 		$15.2K Hold
81
– – ﹤0.01% 718
2024
Q3 		$15.5K Buy
81
+2
+3% +$364 ﹤0.01% 704
2024
Q2 		$14.3K Sell
79
-2
-2% -$358 ﹤0.01% 686
2024
Q1 		$14.4K Hold
81
– – ﹤0.01% 702
2023
Q4 		$12.5K Buy
81
+12
+17% +$1.68K ﹤0.01% 710
2023
Q3 		$9.63K Hold
69
– – ﹤0.01% 746
2023
Q2 		$10.2K Hold
69
– – ﹤0.01% 724
2023
Q1 		$10.5K Sell
69
-3
-4% -$440 ﹤0.01% 703
2022
Q4 		$9.75K Sell
72
-2
-3% -$266 ﹤0.01% 722
2022
Q3 		$9K Buy
74
+63
+573% +$8.04K ﹤0.01% 758
2022
Q2 		$1K Sell
11
-49
-82% -$6.63K ﹤0.01% 1505
2022
Q1 		$9K Buy
60
+38
+173% +$6.23K ﹤0.01% 817
2021
Q4 		$4K Buy
+22
New +$3.73K ﹤0.01% 848
2016
Q3 		– Sell
-4,704
Closed -$263K – 491
2016
Q2 		$263K Buy
+4,704
New +$254K 0.07% 134

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

JFS Wealth Advisors's DOV Position: Q2 2026 in Review

JFS Wealth Advisors increased its Dover (DOV) stake by 6.3% in Q2 2026, buying an estimated $1.31K and bringing the position to 101 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

JFS Wealth Advisors first reported a position in DOV in Q2 2016 and has held it in 20 quarters since. The position peaked at $263K in Q2 2016. 1,162 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • JFS Wealth Advisors held 101 shares of Dover worth $22.7K as of Q2 2026.
  • JFS Wealth Advisors bought 6 Dover shares in Q2 2026, an estimated $1.31K.
  • Dover made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #742 holding.
  • JFS Wealth Advisors first reported a position in Dover in Q2 2016 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Dover position peaked at $263K in Q2 2016.
  • 1,162 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.