Lido Advisors
DOV icon

Lido Advisors’s Dover DOV Stock Holding History

Lido 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 		$2.59M Sell
11,541
-1,671
-13% -$364K 0.01% 709
2026
Q1 		$2.75M Sell
13,212
-796
-6% -$170K 0.01% 614
2025
Q4 		$2.42M Buy
14,008
+370
+3% +$67.4K 0.01% 664
2025
Q3 		$2.28M Buy
13,638
+832
+6% +$149K 0.01% 653
2025
Q2 		$2.35M Buy
12,806
+5,978
+88% +$1.04M 0.01% 541
2025
Q1 		$1.2M Buy
6,828
+1,910
+39% +$367K 0.01% 699
2024
Q4 		$923K Buy
4,918
+69
+1% +$13.5K ﹤0.01% 790
2024
Q3 		$930K Sell
4,849
-2,653
-35% -$483K ﹤0.01% 733
2024
Q2 		$1.35M Buy
7,502
+3,580
+91% +$641K 0.01% 555
2024
Q1 		$695K Buy
3,922
+129
+3% +$20.8K ﹤0.01% 780
2023
Q4 		$583K Sell
3,793
-35
-0.9% -$4.9K ﹤0.01% 800
2023
Q3 		$534K Buy
3,828
+101
+3% +$14.6K ﹤0.01% 728
2023
Q2 		$550K Buy
3,727
+594
+19% +$84.9K ﹤0.01% 703
2023
Q1 		$476K Buy
3,133
+266
+9% +$39K ﹤0.01% 688
2022
Q4 		$388K Hold
2,867
– – ﹤0.01% 703
2022
Q3 		$334K Buy
2,867
+195
+7% +$24.9K ﹤0.01% 710
2022
Q2 		$324K Sell
2,672
-1,171
-30% -$158K ﹤0.01% 710
2022
Q1 		$602K Sell
3,843
-42
-1% -$6.89K 0.01% 543
2021
Q4 		$705K Buy
3,885
+1,598
+70% +$271K 0.01% 501
2021
Q3 		$355K Buy
+2,287
New +$379K 0.01% 699
2020
Q1 		– Sell
-2,990
Closed -$345K – 606
2019
Q4 		$345K Buy
+2,990
New +$320K 0.01% 463

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

Lido Advisors's DOV Position: Q2 2026 in Review

Lido Advisors reduced its Dover (DOV) stake by 13% in Q2 2026, selling an estimated $364K and leaving 11,541 shares worth $2.59M. The position accounts for 0.01% of the portfolio, ranked #709.

Lido Advisors first reported a position in DOV in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.75M in Q1 2026. 1,160 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Lido Advisors held 11,541 shares of Dover worth $2.59M as of Q2 2026.
  • Lido Advisors sold 1,671 Dover shares in Q2 2026, an estimated $364K.
  • Dover made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #709 holding.
  • Lido Advisors first reported a position in Dover in Q4 2019 and has held it in 21 quarters since.
  • Lido Advisors's Dover position peaked at $2.75M in Q1 2026.
  • 1,160 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.