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Marshall & Sterling Wealth Advisors’s Dover DOV Stock Holding History

Marshall & Sterling Wealth 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
2025
Q3 		– Sell
-55
Closed -$10.1K – 654
2025
Q2 		$10.1K Hold
55
– – 0.01% 327
2025
Q1 		$9.66K Buy
+55
New +$10.6K 0.01% 324

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's DOV Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Dover (DOV) in Q3 2025, closing a stake of 55 shares — an estimated $10.1K sold.

Marshall & Sterling Wealth Advisors first reported a position in DOV in Q1 2025 and held it in 2 quarters. The position peaked at $10.1K in Q2 2025. 1,052 funds tracked by Wall St. Rank hold DOV as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Dover position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 55 Dover shares in Q3 2025, an estimated $10.1K.
  • Marshall & Sterling Wealth Advisors first reported a position in Dover in Q1 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Dover position peaked at $10.1K in Q2 2025.
  • 1,052 funds tracked by Wall St. Rank held Dover as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.