LWM
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Lodestone Wealth Management’s Dover DOV Stock Holding History

Lodestone 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 		$2.24K Sell
10
-8
-44% -$1.74K ﹤0.01% 673
2026
Q1 		$3.75K Hold
18
– – ﹤0.01% 617
2025
Q4 		$3.51K Buy
+18
New +$3.28K ﹤0.01% 630

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

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

Lodestone Wealth Management reduced its Dover (DOV) stake by 44% in Q2 2026, selling an estimated $1.74K and leaving 10 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Lodestone Wealth Management first reported a position in DOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.75K in Q1 2026. 1,160 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Lodestone Wealth Management held 10 shares of Dover worth $2.24K as of Q2 2026.
  • Lodestone Wealth Management sold 8 Dover shares in Q2 2026, an estimated $1.74K.
  • Dover made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #673 holding.
  • Lodestone Wealth Management first reported a position in Dover in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Dover position peaked at $3.75K in Q1 2026.
  • 1,160 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.