Modera Wealth Management’s Dover DOV Stock Holding History

Modera 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	$19.7M	Sell	87,646 -1,263	-1%	-$275K	0.21%	85
2026 Q1	$18.5M	Sell	88,909 -1,720	-2%	-$368K	0.22%	84
2025 Q4	$17.7M	Sell	90,629 -756	-0.8%	-$138K	0.2%	88
2025 Q3	$15.2M	Sell	91,385 -634	-0.7%	-$114K	0.18%	99
2025 Q2	$16.9M	Sell	92,019 -566	-0.6%	-$98.5K	0.21%	92
2025 Q1	$16.3M	Sell	92,585 -1,009	-1%	-$194K	0.22%	89
2024 Q4	$17.6M	Sell	93,594 -470	-0.5%	-$91.9K	0.21%	88
2024 Q3	$18M	Sell	94,064 -97	-0.1%	-$17.7K	0.23%	83
2024 Q2	$17M	Sell	94,161 -311	-0.3%	-$55.7K	0.25%	81
2024 Q1	$16.7M	Sell	94,472 -302	-0.3%	-$48.6K	0.26%	77
2023 Q4	$14.6M	Sell	94,774 -1,350	-1%	-$189K	0.24%	78
2023 Q3	$13.4M	Sell	96,124 -2,674	-3%	-$386K	0.25%	80
2023 Q2	$14.6M	Buy	+98,798	New	+$14.1M	0.26%	78
2022 Q1	–	Sell	-1,123	Closed	-$204K	–	415
2021 Q4	$204K	Buy	+1,123	New	+$191K	0.01%	564

Other funds holding DOV

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Modera Wealth Management reduced its Dover (DOV) stake by 1.4% in Q2 2026, selling an estimated $275K and leaving 87,646 shares worth $19.7M. The position accounts for 0.21% of the portfolio, ranked #85.

Modera Wealth Management first reported a position in DOV in Q4 2021 and has held it in 14 quarters since. 1,166 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

Modera Wealth Management held 87,646 shares of Dover worth $19.7M as of Q2 2026.
Modera Wealth Management sold 1,263 Dover shares in Q2 2026, an estimated $275K.
Dover made up 0.21% of Modera Wealth Management's portfolio in Q2 2026, its #85 holding.
Modera Wealth Management first reported a position in Dover in Q4 2021 and has held it in 14 quarters since.
1,166 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.