JIC
DOV icon

Joel Isaacson & Co’s Dover DOV Stock Holding History

Joel Isaacson & Co’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 		– Sell
-4,050
Closed -$712K – 425
2025
Q1 		$712K Hold
4,050
– – 0.03% 193
2024
Q4 		$760K Hold
4,050
– – 0.03% 177
2024
Q3 		$777K Buy
4,050
+500
+14% +$91.1K 0.04% 163
2024
Q2 		$641K Buy
+3,550
New +$636K 0.03% 181
2017
Q1 		– Sell
-1,238
Closed -$75K – 272
2016
Q4 		$75K Hold
1,238
– – 0.02% 256
2016
Q3 		$74K Hold
1,238
– – 0.02% 273
2016
Q2 		$69K Buy
1,238
+248
+25% +$13.4K 0.01% 277
2016
Q1 		$51K Hold
990
– – 0.01% 326
2015
Q4 		$49K Hold
990
– – 0.01% 327
2015
Q3 		$46K Hold
990
– – 0.01% 352
2015
Q2 		$56K Hold
990
– – 0.01% 342
2015
Q1 		$55K Hold
990
– – 0.01% 341
2014
Q4 		$57K Hold
990
– – 0.02% 309
2014
Q3 		$64K Hold
990
– – 0.02% 263
2014
Q2 		$73K Hold
990
– – 0.02% 250
2014
Q1 		$65K Sell
990
-203
-17% -$12.6K 0.02% 254
2013
Q4 		$77K Hold
1,193
– – 0.03% 220
2013
Q3 		$72K Hold
1,193
– – 0.03% 213
2013
Q2 		$62K Buy
+1,193
New +$59.8K 0.03% 203

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
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