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
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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Medallion Wealth Advisors's DOV Position: Q1 2026 in Review

Medallion Wealth Advisors held its Dover (DOV) position steady in Q1 2026 at 250 shares worth $52.1K. The position accounts for 0.02% of the portfolio, ranked #468.

Medallion Wealth Advisors first reported a position in DOV in Q4 2024 and has held it in 6 quarters since. 1,124 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

  • Medallion Wealth Advisors held 250 shares of Dover worth $52.1K as of Q1 2026.
  • Medallion Wealth Advisors left its Dover share count unchanged in Q1 2026.
  • Dover made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #468 holding.
  • Medallion Wealth Advisors first reported a position in Dover in Q4 2024 and has held it in 6 quarters since.
  • 1,124 funds tracked by Wall St. Rank held Dover as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.