OWP
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ORG Wealth Partners’s Dover DOV Stock Holding History

ORG 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
Q2 		$626K Buy
2,790
+2,776
+19,829% +$605K 0.09% 130
2026
Q1 		$2.92K Sell
14
-98
-88% -$20.9K ﹤0.01% 577
2025
Q4 		$21.9K Sell
112
-34
-23% -$6.19K 0.01% 391
2025
Q3 		$24.4K Sell
146
-834
-85% -$150K 0.01% 372
2025
Q2 		$183K Sell
980
-18
-2% -$3.13K 0.04% 186
2025
Q1 		$176K Sell
998
-2,136
-68% -$411K 0.05% 198
2024
Q4 		$588K Sell
3,134
-115
-4% -$22.5K 0.18% 56
2024
Q3 		$623K Buy
+3,249
New +$592K 0.21% 56

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

ORG Wealth Partners's DOV Position: Q2 2026 in Review

ORG Wealth Partners increased its Dover (DOV) stake by 19,829% in Q2 2026, buying an estimated $605K and bringing the position to 2,790 shares worth $626K. The position accounts for 0.09% of the portfolio, ranked #130.

ORG Wealth Partners first reported a position in DOV in Q3 2024 and has held it in 8 quarters since. 1,160 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • ORG Wealth Partners held 2,790 shares of Dover worth $626K as of Q2 2026.
  • ORG Wealth Partners bought 2,776 Dover shares in Q2 2026, an estimated $605K.
  • Dover made up 0.09% of ORG Wealth Partners's portfolio in Q2 2026, its #130 holding.
  • ORG Wealth Partners first reported a position in Dover in Q3 2024 and has held it in 8 quarters since.
  • 1,160 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.