LWM
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Lakeridge Wealth Management’s Dover DOV Stock Holding History

Lakeridge Wealth Management’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 		$362K Buy
1,612
+7
+0.4% +$1.52K 0.13% 130
2026
Q1 		$335K Buy
1,605
+9
+0.6% +$1.92K 0.14% 126
2025
Q4 		$312K Buy
1,596
+4
+0.3% +$729 0.14% 124
2025
Q3 		$266K Sell
1,592
-2
-0.1% -$359 0.12% 125
2025
Q2 		$292K Buy
1,594
+7
+0.4% +$1.22K 0.13% 119
2025
Q1 		$279K Buy
1,587
+10
+0.6% +$1.92K 0.14% 126
2024
Q4 		$296K Buy
1,577
+1
+0.1% +$196 0.15% 114
2024
Q3 		$302K Buy
1,576
+1
+0.1% +$182 0.17% 111
2024
Q2 		$284K Hold
1,575
– – 0.17% 111
2024
Q1 		$279K Buy
1,575
+1
+0.1% +$161 0.18% 101
2023
Q4 		$242K Buy
+1,574
New +$221K 0.18% 104

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

Lakeridge Wealth Management's DOV Position: Q2 2026 in Review

Lakeridge Wealth Management increased its Dover (DOV) stake by 0.44% in Q2 2026, buying an estimated $1.52K and bringing the position to 1,612 shares worth $362K. The position accounts for 0.13% of the portfolio, ranked #130.

Lakeridge Wealth Management first reported a position in DOV in Q4 2023 and has held it in 11 quarters since. 1,162 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Lakeridge Wealth Management held 1,612 shares of Dover worth $362K as of Q2 2026.
  • Lakeridge Wealth Management bought 7 Dover shares in Q2 2026, an estimated $1.52K.
  • Dover made up 0.13% of Lakeridge Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Lakeridge Wealth Management first reported a position in Dover in Q4 2023 and has held it in 11 quarters since.
  • 1,162 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.