MBL Wealth’s Dover DOV Stock Holding History

MBL Wealth’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 Q1	–	Sell	-1,487	Closed	-$279K	–	229
2024 Q4	$279K	Sell	1,487 -1	-0.1%	-$196	0.03%	183
2024 Q3	$285K	Buy	1,488 +341	+30%	+$62.1K	0.03%	166
2024 Q2	$207K	Buy	+1,147	New	+$205K	0.02%	193

Other funds holding DOV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

MBL Wealth's DOV Position: Q1 2025 in Review

MBL Wealth sold out of Dover (DOV) in Q1 2025, closing a stake of 1,487 shares — an estimated $279K sold.

MBL Wealth first reported a position in DOV in Q2 2024 and held it in 3 quarters. The position peaked at $285K in Q3 2024. 1,060 funds tracked by Wall St. Rank hold DOV as of Q1 2025.

MBL Wealth reported no remaining Dover position as of Q1 2025 after selling out during the quarter.
MBL Wealth sold 1,487 Dover shares in Q1 2025, an estimated $279K.
MBL Wealth first reported a position in Dover in Q2 2024 and held it in 3 quarters.
MBL Wealth's Dover position peaked at $285K in Q3 2024.
1,060 funds tracked by Wall St. Rank held Dover as of Q1 2025.

Based on MBL Wealth's 13F filing for Q1 2025, filed 21 May 2025.