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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
Q2 		$249K Hold
1,110
– – 0.05% 186
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
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 $3.37T AUM 44.26% 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

Opal Wealth Advisors's DOV Position: Q2 2026 in Review

Opal Wealth Advisors held its Dover (DOV) position steady in Q2 2026 at 1,110 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #186.

Opal Wealth Advisors first reported a position in DOV in Q2 2024 and has held it in 8 quarters since. 1,166 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Opal Wealth Advisors held 1,110 shares of Dover worth $249K as of Q2 2026.
  • Opal Wealth Advisors left its Dover share count unchanged in Q2 2026.
  • Dover made up 0.05% of Opal Wealth Advisors's portfolio in Q2 2026, its #186 holding.
  • Opal Wealth Advisors first reported a position in Dover in Q2 2024 and has held it in 8 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.