Moneta Group Investment Advisors’s Dover DOV Stock Holding History

Moneta Group Investment 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	$255K	Sell	1,136 -90	-7%	-$19.6K	﹤0.01%	739
2026 Q1	$256K	Buy	1,226 +1	+0.1%	+$214	﹤0.01%	681
2025 Q4	$239K	Buy	+1,225	New	+$223K	﹤0.01%	706
2018 Q2	–	Sell	-62	Closed	-$5K	–	448
2018 Q1	$5K	Sell	62 -4	-6%	-$328	﹤0.01%	507
2017 Q4	$5K	Buy	+66	New	+$5.11K	﹤0.01%	370
2015 Q2	–	Sell	-8,666	Closed	-$484K	–	133
2015 Q1	$484K	Hold	8,666	–	–	0.21%	85
2014 Q4	$502K	Buy	8,666 +5,039	+139%	+$312K	0.24%	72
2014 Q3	$235K	Hold	3,627	–	–	0.12%	122
2014 Q2	$266K	Hold	3,627	–	–	0.14%	112
2014 Q1	$240K	Sell	3,627 -744	-17%	-$46.3K	0.14%	105
2013 Q4	$283K	Buy	+4,371	New	+$267K	0.17%	96

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

Moneta Group Investment Advisors's DOV Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Dover (DOV) stake by 7.3% in Q2 2026, selling an estimated $19.6K and leaving 1,136 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Moneta Group Investment Advisors first reported a position in DOV in Q4 2013 and has held it in 11 quarters since. The position peaked at $502K in Q4 2014. 1,167 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

Moneta Group Investment Advisors held 1,136 shares of Dover worth $255K as of Q2 2026.
Moneta Group Investment Advisors sold 90 Dover shares in Q2 2026, an estimated $19.6K.
Dover made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #739 holding.
Moneta Group Investment Advisors first reported a position in Dover in Q4 2013 and has held it in 11 quarters since.
Moneta Group Investment Advisors's Dover position peaked at $502K in Q4 2014.
1,167 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.