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 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 $1.56T AUM 27.86% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Moneta Group Investment Advisors's DOV Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Dover (DOV) stake by 0.08% in Q1 2026, buying an estimated $214 and bringing the position to 1,226 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Moneta Group Investment Advisors first reported a position in DOV in Q4 2013 and has held it in 10 quarters since. The position peaked at $502K in Q4 2014. 1,124 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

Moneta Group Investment Advisors held 1,226 shares of Dover worth $256K as of Q1 2026.
Moneta Group Investment Advisors bought 1 Dover share in Q1 2026, an estimated $214.
Dover made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #681 holding.
Moneta Group Investment Advisors first reported a position in Dover in Q4 2013 and has held it in 10 quarters since.
Moneta Group Investment Advisors's Dover position peaked at $502K in Q4 2014.
1,124 funds tracked by Wall St. Rank held Dover as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.