Loring Wolcott & Coolidge Fiduciary Advisors’s Dover DOV Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$835K	Hold	3,725	–	–	0.01%	196
2026 Q1	$809K	Hold	3,725	–	–	0.01%	192
2025 Q4	$772K	Hold	3,725	–	–	0.01%	195
2025 Q3	$675K	Hold	3,725	–	–	0.01%	210
2025 Q2	$683K	Hold	3,725	–	–	0.01%	184
2025 Q1	$620K	Sell	3,725 -28	-0.7%	-$5.38K	0.01%	189
2024 Q4	$735K	Hold	3,753	–	–	0.01%	189
2024 Q3	$693K	Buy	3,753 +28	+0.8%	+$5.1K	0.01%	195
2024 Q2	$713K	Hold	3,725	–	–	0.01%	178
2024 Q1	$634K	Sell	3,725 -217	-6%	-$34.9K	0.01%	184
2023 Q4	$590K	Sell	3,942 -150	-4%	-$21K	0.01%	190
2023 Q3	$545K	Buy	4,092 +217	+6%	+$31.3K	0.01%	189
2023 Q2	$572K	Buy	3,875 +150	+4%	+$21.4K	0.01%	192
2023 Q1	$566K	Hold	3,725	–	–	0.01%	193
2022 Q4	$504K	Sell	3,725 -1,840	-33%	-$244K	0.01%	196
2022 Q3	$649K	Hold	5,565	–	–	0.01%	178
2022 Q2	$675K	Hold	5,565	–	–	0.01%	182
2022 Q1	$873K	Sell	5,565 -155	-3%	-$25.4K	0.01%	171
2021 Q4	$1.04M	Hold	5,720	–	–	0.01%	173
2021 Q3	$889K	Sell	5,720 -4,823	-46%	-$799K	0.01%	174
2021 Q2	$1.59M	Buy	10,543 +525	+5%	+$77.5K	0.02%	145
2021 Q1	$1.37M	Sell	10,018 -732	-7%	-$93.2K	0.02%	142
2020 Q4	$1.36M	Hold	10,750	–	–	0.02%	136
2020 Q3	$1.17M	Sell	10,750 -600	-5%	-$64.2K	0.01%	134
2020 Q2	$1.1M	Sell	11,350 -1,165	-9%	-$108K	0.02%	131
2020 Q1	$1.05M	Hold	12,515	–	–	0.02%	128
2019 Q4	$1.44M	Buy	12,515 +112	+0.9%	+$12K	0.02%	132
2019 Q3	$1.24M	Sell	12,403 -2,078	-14%	-$199K	0.02%	139
2019 Q2	$1.45M	Sell	14,481 -1,050	-7%	-$101K	0.02%	133
2019 Q1	$1.46M	Buy	15,531 +43	+0.3%	+$3.72K	0.02%	133
2018 Q4	$1.1M	Hold	15,488	–	–	0.02%	141
2018 Q3	$1.37M	Hold	15,488	–	–	0.02%	142
2018 Q2	$1.13M	Sell	15,488 -3,955	-20%	-$303K	0.02%	155
2018 Q1	$1.54M	Hold	19,443	–	–	0.03%	135
2017 Q4	$1.59M	Hold	19,443	–	–	0.03%	138
2017 Q3	$1.44M	Buy	19,443 +604	+3%	+$42K	0.03%	136
2017 Q2	$1.28M	Hold	18,839	–	–	0.03%	140
2017 Q1	$1.22M	Hold	18,839	–	–	0.03%	142
2016 Q4	$1.14M	Hold	18,839	–	–	0.03%	142
2016 Q3	$1.12M	Hold	18,839	–	–	0.03%	148
2016 Q2	$1.05M	Hold	18,839	–	–	0.02%	147
2016 Q1	$979K	Hold	18,839	–	–	0.02%	151
2015 Q4	$933K	Buy	18,839 +269	+1%	+$13.6K	0.02%	159
2015 Q3	$1.05M	Hold	18,570	–	–	0.03%	152
2015 Q2	$1.05M	Hold	18,570	–	–	0.03%	152
2015 Q1	$1.04M	Hold	18,570	–	–	0.03%	153
2014 Q4	$1.08M	Hold	18,570	–	–	0.03%	150
2014 Q3	$1.21M	Sell	18,570 -4,662	-20%	-$328K	0.03%	136
2014 Q2	$1.71M	Hold	23,232	–	–	0.05%	117
2014 Q1	$1.53M	Sell	23,232 -2,601	-10%	-$162K	0.04%	121
2013 Q4	$1.67M	Hold	25,833	–	–	0.05%	118
2013 Q3	$1.56M	Hold	25,833	–	–	0.05%	121
2013 Q2	$1.34M	Buy	+25,833	New	+$1.29M	0.04%	134

Other funds holding DOV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

CFC

Cincinnati Financial Corp Fairfield, Ohio $5.23B AUM 22.72% 1-Year Est. Return

WJWM

Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DOV Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Dover (DOV) position steady in Q2 2026 at 3,725 shares worth $835K. The position accounts for 0.01% of the portfolio, ranked #196.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DOV in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.71M in Q2 2014. 665 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 3,725 shares of Dover worth $835K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Dover share count unchanged in Q2 2026.
Dover made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #196 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Dover in Q2 2013 and has held it in 53 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Dover position peaked at $1.71M in Q2 2014.
665 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.