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Kingswood Wealth Advisors’s Dover DOV Stock Holding History

Kingswood 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 		$211K Sell
943
-30
-3% -$6.54K 0.01% 924
2026
Q1 		$203K Buy
+973
New +$208K 0.01% 882
2024
Q4 		– Sell
-2,629
Closed -$504K – 822
2024
Q3 		$504K Buy
2,629
+302
+13% +$55K 0.04% 448
2024
Q2 		$420K Buy
2,327
+316
+16% +$56.6K 0.04% 430
2024
Q1 		$356K Hold
2,011
– – 0.04% 431
2023
Q4 		$309K Buy
+2,011
New +$282K 0.04% 467

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

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

Kingswood Wealth Advisors reduced its Dover (DOV) stake by 3.1% in Q2 2026, selling an estimated $6.54K and leaving 943 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #924.

Kingswood Wealth Advisors first reported a position in DOV in Q4 2023 and has held it in 6 quarters since. The position peaked at $504K in Q3 2024. 1,162 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Kingswood Wealth Advisors held 943 shares of Dover worth $211K as of Q2 2026.
  • Kingswood Wealth Advisors sold 30 Dover shares in Q2 2026, an estimated $6.54K.
  • Dover made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #924 holding.
  • Kingswood Wealth Advisors first reported a position in Dover in Q4 2023 and has held it in 6 quarters since.
  • Kingswood Wealth Advisors's Dover position peaked at $504K in Q3 2024.
  • 1,162 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.