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Marshall Financial Group (Maryland)’s Dover DOV Stock Holding History

Marshall Financial Group (Maryland)’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 		$201K Sell
895
-4,030
-82% -$878K 0.03% 305
2026
Q1 		$1.03M Buy
4,925
+4
+0.1% +$855 0.16% 113
2025
Q4 		$961K Buy
+4,921
New +$896K 0.19% 121

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

Marshall Financial Group (Maryland)'s DOV Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Dover (DOV) stake by 82% in Q2 2026, selling an estimated $878K and leaving 895 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #305.

Marshall Financial Group (Maryland) first reported a position in DOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q1 2026. 1,162 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Marshall Financial Group (Maryland) held 895 shares of Dover worth $201K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 4,030 Dover shares in Q2 2026, an estimated $878K.
  • Dover made up 0.03% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #305 holding.
  • Marshall Financial Group (Maryland) first reported a position in Dover in Q4 2025 and has held it in 3 quarters since.
  • Marshall Financial Group (Maryland)'s Dover position peaked at $1.03M in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.