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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Joel Isaacson & Co's DOV Position: Q2 2025 in Review

Joel Isaacson & Co sold out of Dover (DOV) in Q2 2025, closing a stake of 4,050 shares — an estimated $712K sold.

Joel Isaacson & Co first reported a position in DOV in Q2 2013 and held it in 19 quarters. The position peaked at $777K in Q3 2024. 1,058 funds tracked by Wall St. Rank hold DOV as of Q2 2025.

Joel Isaacson & Co reported no remaining Dover position as of Q2 2025 after selling out during the quarter.
Joel Isaacson & Co sold 4,050 Dover shares in Q2 2025, an estimated $712K.
Joel Isaacson & Co first reported a position in Dover in Q2 2013 and held it in 19 quarters.
Joel Isaacson & Co's Dover position peaked at $777K in Q3 2024.
1,058 funds tracked by Wall St. Rank held Dover as of Q2 2025.

Based on Joel Isaacson & Co's 13F filing for Q2 2025, filed 23 Jul 2025.