MWM
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Mascoma Wealth Management’s Dover DOV Stock Holding History

Mascoma 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 		$8.75K Hold
39
– – ﹤0.01% 333
2026
Q1 		$8.13K Hold
39
– – ﹤0.01% 337
2025
Q4 		$7.61K Hold
39
– – ﹤0.01% 339
2025
Q3 		$6.51K Hold
39
– – ﹤0.01% 358
2025
Q2 		$7.15K Hold
39
– – ﹤0.01% 357
2025
Q1 		$6.85K Hold
39
– – ﹤0.01% 369
2024
Q4 		$7.32K Hold
39
– – ﹤0.01% 375
2024
Q3 		$7.48K Hold
39
– – ﹤0.01% 349
2024
Q2 		$7.04K Hold
39
– – ﹤0.01% 376
2024
Q1 		$6.91K Hold
39
– – ﹤0.01% 355
2023
Q4 		$6K Sell
39
-85
-69% -$11.9K ﹤0.01% 371
2023
Q3 		$17.3K Buy
124
+55
+80% +$7.94K 0.01% 284
2023
Q2 		$9.94K Sell
69
-114
-62% -$16.3K ﹤0.01% 319
2023
Q1 		$26.7K Hold
183
– – 0.01% 308
2022
Q4 		$24.8K Sell
183
-55
-23% -$7.31K 0.01% 309
2022
Q3 		$28K Sell
238
-59
-20% -$7.53K 0.01% 297
2022
Q2 		$36K Sell
297
-259
-47% -$35K 0.01% 283
2022
Q1 		$87K Buy
556
+179
+47% +$29.4K 0.03% 201
2021
Q4 		$68K Buy
377
+189
+101% +$32.1K 0.02% 194
2021
Q3 		$29K Buy
+188
New +$31.1K 0.01% 255
2021
Q2 		– Sell
-153
Closed -$21K – 194
2021
Q1 		$21K Buy
+153
New +$19.5K 0.01% 288

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

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

Mascoma Wealth Management held its Dover (DOV) position steady in Q2 2026 at 39 shares worth $8.75K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Mascoma Wealth Management first reported a position in DOV in Q1 2021 and has held it in 21 quarters since. The position peaked at $87K in Q1 2022. 1,160 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Mascoma Wealth Management held 39 shares of Dover worth $8.75K as of Q2 2026.
  • Mascoma Wealth Management left its Dover share count unchanged in Q2 2026.
  • Dover made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #333 holding.
  • Mascoma Wealth Management first reported a position in Dover in Q1 2021 and has held it in 21 quarters since.
  • Mascoma Wealth Management's Dover position peaked at $87K in Q1 2022.
  • 1,160 funds tracked by Wall St. Rank held Dover as of Q2 2026.

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