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Kelleher Financial Advisors’s Dover DOV Stock Holding History

Kelleher Financial 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 		$229K Buy
1,020
+425
+71% +$92.6K 0.03% 260
2026
Q1 		$120K Hold
595
– – 0.03% 263
2025
Q4 		$116K Hold
595
– – 0.03% 287
2025
Q3 		$99.3K Buy
+595
New +$107K 0.02% 258

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

Kelleher Financial Advisors's DOV Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Dover (DOV) stake by 71% in Q2 2026, buying an estimated $92.6K and bringing the position to 1,020 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #260.

Kelleher Financial Advisors first reported a position in DOV in Q3 2025 and has held it in 4 quarters since. 1,162 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Kelleher Financial Advisors held 1,020 shares of Dover worth $229K as of Q2 2026.
  • Kelleher Financial Advisors bought 425 Dover shares in Q2 2026, an estimated $92.6K.
  • Dover made up 0.03% of Kelleher Financial Advisors's portfolio in Q2 2026, its #260 holding.
  • Kelleher Financial Advisors first reported a position in Dover in Q3 2025 and has held it in 4 quarters since.
  • 1,162 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.