Obermeyer Wealth Partners’s Dover DOV Stock Holding History

Obermeyer Wealth Partners’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	$243K	Hold	1,168	–	–	0.01%	262
2025 Q4	$228K	Sell	1,168 -500	-30%	-$91.1K	0.01%	267
2025 Q3	$278K	Hold	1,668	–	–	0.01%	244
2025 Q2	$306K	Hold	1,668	–	–	0.02%	217
2025 Q1	$293K	Buy	1,668 +500	+43%	+$96.1K	0.02%	208
2024 Q4	$219K	Sell	1,168 -4,705	-80%	-$920K	0.01%	240
2024 Q3	$1.13M	Hold	5,873	–	–	0.06%	100
2024 Q2	$1.06M	Hold	5,873	–	–	0.06%	98
2024 Q1	$1.04M	Hold	5,873	–	–	0.06%	95
2023 Q4	$903K	Hold	5,873	–	–	0.06%	79
2023 Q3	$819K	Buy	5,873 +500	+9%	+$72.2K	0.06%	76
2023 Q2	$793K	Hold	5,373	–	–	0.06%	85
2023 Q1	$816K	Hold	5,373	–	–	0.06%	78
2022 Q4	$728K	Buy	5,373 +50	+0.9%	+$6.64K	0.06%	88
2022 Q3	$621K	Hold	5,323	–	–	0.05%	91
2022 Q2	$646K	Hold	5,323	–	–	0.05%	91
2022 Q1	$835K	Hold	5,323	–	–	0.05%	87
2021 Q4	$967K	Sell	5,323 -300	-5%	-$50.9K	0.05%	76
2021 Q3	$874K	Buy	5,623 +26	+0.5%	+$4.31K	0.05%	80
2021 Q2	$843K	Hold	5,597	–	–	0.05%	92
2021 Q1	$768K	Hold	5,597	–	–	0.05%	96
2020 Q4	$707K	Hold	5,597	–	–	0.05%	72
2020 Q3	$606K	Buy	5,597 +92	+2%	+$9.85K	0.05%	75
2020 Q2	$532K	Hold	5,505	–	–	0.05%	76
2020 Q1	$462K	Sell	5,505 -5,505	-50%	-$584K	0.05%	73
2019 Q4	$1.27M	Buy	11,010 +5,505	+100%	+$590K	0.11%	52
2019 Q3	$548K	Sell	5,505 -1,150	-17%	-$110K	0.05%	74
2019 Q2	$667K	Hold	6,655	–	–	0.06%	66
2019 Q1	$624K	Hold	6,655	–	–	0.06%	65
2018 Q4	$472K	Hold	6,655	–	–	0.05%	76
2018 Q3	$589K	Hold	6,655	–	–	0.05%	69
2018 Q2	$487K	Sell	6,655 -1,635	-20%	-$125K	0.04%	72
2018 Q1	$658K	Hold	8,290	–	–	0.06%	65
2017 Q4	$676K	Hold	8,290	–	–	0.06%	72
2017 Q3	$612K	Buy	8,290 +1,475	+22%	+$102K	0.05%	73
2017 Q2	$442K	Hold	6,815	–	–	0.04%	85
2017 Q1	$442K	Sell	6,815 -20	-0.3%	-$1.27K	0.04%	89
2016 Q4	$414K	Hold	6,835	–	–	0.04%	91
2016 Q3	$407K	Hold	6,835	–	–	0.04%	85
2016 Q2	$383K	Hold	6,835	–	–	0.04%	85
2016 Q1	$355K	Hold	6,835	–	–	0.03%	90
2015 Q4	$338K	Hold	6,835	–	–	0.03%	91
2015 Q3	$316K	Hold	6,835	–	–	0.03%	92
2015 Q2	$387K	Hold	6,835	–	–	0.03%	92
2015 Q1	$382K	Hold	6,835	–	–	0.03%	102
2014 Q4	$396K	Buy	+6,835	New	+$424K	0.04%	105

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

Obermeyer Wealth Partners's DOV Position: Q1 2026 in Review

Obermeyer Wealth Partners held its Dover (DOV) position steady in Q1 2026 at 1,168 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #262.

Obermeyer Wealth Partners first reported a position in DOV in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.27M in Q4 2019. 1,122 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

Obermeyer Wealth Partners held 1,168 shares of Dover worth $243K as of Q1 2026.
Obermeyer Wealth Partners left its Dover share count unchanged in Q1 2026.
Dover made up 0.01% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #262 holding.
Obermeyer Wealth Partners first reported a position in Dover in Q4 2014 and has held it in 46 quarters since.
Obermeyer Wealth Partners's Dover position peaked at $1.27M in Q4 2019.
1,122 funds tracked by Wall St. Rank held Dover as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.