Oxford Financial Group’s Dover DOV Stock Holding History

Oxford Financial Group’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	$310K	Sell	1,488 -136	-8%	-$29.1K	0.02%	209
2025 Q4	$317K	Buy	1,624 +9	+0.6%	+$1.64K	0.02%	187
2025 Q3	$269K	Buy	1,615 +131	+9%	+$23.5K	0.02%	193
2025 Q2	$272K	Hold	1,484	–	–	0.02%	183
2025 Q1	$261K	Hold	1,484	–	–	0.02%	188
2024 Q4	$278K	Hold	1,484	–	–	0.02%	212
2024 Q3	$285K	Sell	1,484 -23	-2%	-$4.19K	0.02%	206
2024 Q2	$272K	Buy	1,507 +23	+2%	+$4.12K	0.02%	228
2024 Q1	$263K	Hold	1,484	–	–	0.02%	199
2023 Q4	$228K	Sell	1,484 -70	-5%	-$9.81K	0.02%	218
2023 Q3	$217K	Hold	1,554	–	–	0.02%	205
2023 Q2	$229K	Sell	1,554 -19	-1%	-$2.72K	0.02%	209
2023 Q1	$239K	Hold	1,573	–	–	0.03%	172
2022 Q4	$213K	Buy	+1,573	New	+$209K	0.02%	182
2022 Q2	–	Sell	-1,554	Closed	-$244K	–	275
2022 Q1	$244K	Hold	1,554	–	–	0.03%	173
2021 Q4	$282K	Hold	1,554	–	–	0.03%	169
2021 Q3	$242K	Sell	1,554 -460	-23%	-$76.2K	0.03%	164
2021 Q2	$303K	Buy	2,014 +460	+30%	+$67.9K	0.04%	150
2021 Q1	$213K	Sell	1,554 -460	-23%	-$58.6K	0.03%	168
2020 Q4	$254K	Buy	+2,014	New	+$239K	0.04%	156

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

Oxford Financial Group's DOV Position: Q1 2026 in Review

Oxford Financial Group reduced its Dover (DOV) stake by 8.4% in Q1 2026, selling an estimated $29.1K and leaving 1,488 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #209.

Oxford Financial Group first reported a position in DOV in Q4 2020 and has held it in 20 quarters since. The position peaked at $317K in Q4 2025. 1,124 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

Oxford Financial Group held 1,488 shares of Dover worth $310K as of Q1 2026.
Oxford Financial Group sold 136 Dover shares in Q1 2026, an estimated $29.1K.
Dover made up 0.02% of Oxford Financial Group's portfolio in Q1 2026, its #209 holding.
Oxford Financial Group first reported a position in Dover in Q4 2020 and has held it in 20 quarters since.
Oxford Financial Group's Dover position peaked at $317K in Q4 2025.
1,124 funds tracked by Wall St. Rank held Dover as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.