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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
Q2 		$334K Hold
1,488
– – 0.02% 190
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
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

Oxford Financial Group's DOV Position: Q2 2026 in Review

Oxford Financial Group held its Dover (DOV) position steady in Q2 2026 at 1,488 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #190.

Oxford Financial Group first reported a position in DOV in Q4 2020 and has held it in 21 quarters since. 1,167 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Oxford Financial Group held 1,488 shares of Dover worth $334K as of Q2 2026.
  • Oxford Financial Group left its Dover share count unchanged in Q2 2026.
  • Dover made up 0.02% of Oxford Financial Group's portfolio in Q2 2026, its #190 holding.
  • Oxford Financial Group first reported a position in Dover in Q4 2020 and has held it in 21 quarters since.
  • 1,167 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.