MYIA
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Mount Yale Investment Advisors’s Dover DOV Stock Holding History

Mount Yale 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 		$283K Sell
1,259
-46
-4% -$10K 0.01% 997
2026
Q1 		$272K Buy
1,305
+195
+18% +$41.7K 0.01% 939
2025
Q4 		$217K Buy
+1,110
New +$202K 0.01% 680
2024
Q2 		– Sell
-1,426
Closed -$253K – 555
2024
Q1 		$253K Sell
1,426
-398
-22% -$64.1K 0.02% 486
2023
Q4 		$281K Buy
1,824
+83
+5% +$11.6K 0.03% 425
2023
Q3 		$243K Buy
1,741
+240
+16% +$34.6K 0.03% 436
2023
Q2 		$222K Sell
1,501
-457
-23% -$65.3K 0.02% 448
2023
Q1 		$297K Buy
1,958
+48
+3% +$7.05K 0.03% 378
2022
Q4 		$259K Buy
1,910
+146
+8% +$19.4K 0.03% 384
2022
Q3 		$206K Buy
1,764
+23
+1% +$2.94K 0.03% 417
2022
Q2 		$211K Buy
1,741
+116
+7% +$15.7K 0.03% 433
2022
Q1 		$255K Buy
1,625
+6
+0.4% +$984 0.03% 406
2021
Q4 		$294K Sell
1,619
-22
-1% -$3.73K 0.03% 378
2021
Q3 		$255K Sell
1,641
-355
-18% -$58.8K 0.03% 386
2021
Q2 		$301K Sell
1,996
-40
-2% -$5.9K 0.04% 319
2021
Q1 		$279K Sell
2,036
-10
-0.5% -$1.27K 0.04% 329
2020
Q4 		$258K Sell
2,046
-375
-15% -$44.5K 0.04% 329
2020
Q3 		$262K Buy
+2,421
New +$259K 0.04% 290
2020
Q1 		– Sell
-1,896
Closed -$216K – 305
2019
Q4 		$216K Buy
+1,896
New +$203K 0.04% 307
2018
Q4 		– Sell
-1,145
Closed -$99K – 434
2018
Q3 		$99K Hold
1,145
– – 0.02% 446
2018
Q2 		$84K Buy
+1,145
New +$87.6K 0.02% 514

Other funds holding DOV

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mount Yale Investment Advisors's DOV Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Dover (DOV) stake by 3.5% in Q2 2026, selling an estimated $10K and leaving 1,259 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #997.

Mount Yale Investment Advisors first reported a position in DOV in Q2 2018 and has held it in 21 quarters since. The position peaked at $301K in Q2 2021. 1,168 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Mount Yale Investment Advisors held 1,259 shares of Dover worth $283K as of Q2 2026.
  • Mount Yale Investment Advisors sold 46 Dover shares in Q2 2026, an estimated $10K.
  • Dover made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #997 holding.
  • Mount Yale Investment Advisors first reported a position in Dover in Q2 2018 and has held it in 21 quarters since.
  • Mount Yale Investment Advisors's Dover position peaked at $301K in Q2 2021.
  • 1,168 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.