MWA
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Medallion Wealth Advisors’s Dover DOV Stock Holding History

Medallion 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
2026
Q2 		$33.6K Sell
150
-100
-40% -$21.8K 0.01% 542
2026
Q1 		$52.1K Hold
250
– – 0.02% 468
2025
Q4 		$48.8K Hold
250
– – 0.02% 478
2025
Q3 		$41.7K Hold
250
– – 0.01% 493
2025
Q2 		$46.2K Hold
250
– – 0.02% 476
2025
Q1 		$44K Hold
250
– – 0.02% 447
2024
Q4 		$45.7K Buy
+250
New +$48.9K 0.02% 429

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

Medallion Wealth Advisors's DOV Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Dover (DOV) stake by 40% in Q2 2026, selling an estimated $21.8K and leaving 150 shares worth $33.6K. The position accounts for 0.01% of the portfolio, ranked #542.

Medallion Wealth Advisors first reported a position in DOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $52.1K in Q1 2026. 1,167 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Medallion Wealth Advisors held 150 shares of Dover worth $33.6K as of Q2 2026.
  • Medallion Wealth Advisors sold 100 Dover shares in Q2 2026, an estimated $21.8K.
  • Dover made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #542 holding.
  • Medallion Wealth Advisors first reported a position in Dover in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Dover position peaked at $52.1K in Q1 2026.
  • 1,167 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.