Opal Wealth Advisors’s Dover DOV Stock Holding History

Opal Wealth 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	$231K	Hold	1,110	–	–	0.05%	187
2025 Q4	$217K	Buy	+1,110	New	+$202K	0.06%	191
2025 Q3	–	Sell	-1,110	Closed	-$203K	–	292
2025 Q2	$203K	Sell	1,110 -8	-0.7%	-$1.39K	0.06%	189
2025 Q1	$196K	Buy	1,118 +8	+0.7%	+$1.54K	0.06%	179
2024 Q4	$208K	Hold	1,110	–	–	0.06%	185
2024 Q3	$213K	Hold	1,110	–	–	0.07%	175
2024 Q2	$200K	Buy	+1,110	New	+$199K	0.06%	179

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

Opal Wealth Advisors's DOV Position: Q1 2026 in Review

Opal Wealth Advisors held its Dover (DOV) position steady in Q1 2026 at 1,110 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #187.

Opal Wealth Advisors first reported a position in DOV in Q2 2024 and has held it in 7 quarters since. 1,121 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

Opal Wealth Advisors held 1,110 shares of Dover worth $231K as of Q1 2026.
Opal Wealth Advisors left its Dover share count unchanged in Q1 2026.
Dover made up 0.05% of Opal Wealth Advisors's portfolio in Q1 2026, its #187 holding.
Opal Wealth Advisors first reported a position in Dover in Q2 2024 and has held it in 7 quarters since.
1,121 funds tracked by Wall St. Rank held Dover as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.