MFG
DOV icon

Mosaic Financial Group’s Dover DOV Stock Holding History

Mosaic Financial Group’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 		$436K Sell
2,094
-324
-13% -$69.3K 0.31% 71
2025
Q4 		$472K Hold
2,418
– – 0.32% 70
2025
Q3 		$403K Hold
2,418
– – 0.29% 72
2025
Q2 		$443K Hold
2,418
– – 0.34% 65
2025
Q1 		$425K Hold
2,418
– – 0.35% 64
2024
Q4 		$454K Hold
2,418
– – 0.33% 66
2024
Q3 		$464K Hold
2,418
– – 0.33% 65
2024
Q2 		$436K Hold
2,418
– – 0.31% 64
2024
Q1 		$428K Buy
+2,418
New +$389K 0.34% 62

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

Mosaic Financial Group's DOV Position: Q1 2026 in Review

Mosaic Financial Group reduced its Dover (DOV) stake by 13% in Q1 2026, selling an estimated $69.3K and leaving 2,094 shares worth $436K. The position accounts for 0.31% of the portfolio, ranked #71.

Mosaic Financial Group first reported a position in DOV in Q1 2024 and has held it in 9 quarters since. The position peaked at $472K in Q4 2025. 1,121 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

  • Mosaic Financial Group held 2,094 shares of Dover worth $436K as of Q1 2026.
  • Mosaic Financial Group sold 324 Dover shares in Q1 2026, an estimated $69.3K.
  • Dover made up 0.31% of Mosaic Financial Group's portfolio in Q1 2026, its #71 holding.
  • Mosaic Financial Group first reported a position in Dover in Q1 2024 and has held it in 9 quarters since.
  • Mosaic Financial Group's Dover position peaked at $472K in Q4 2025.
  • 1,121 funds tracked by Wall St. Rank held Dover as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.