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Pension & Wealth Management Advisors’s Dover DOV Stock Holding History

Pension & Wealth Management 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 		$61K Hold
272
– – 0.02% 295
2026
Q1 		$56.7K Hold
272
– – 0.02% 283
2025
Q4 		$53.1K Hold
272
– – 0.02% 293
2025
Q3 		$45.4K Buy
+272
New +$48.8K 0.01% 283

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pension & Wealth Management Advisors's DOV Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Dover (DOV) position steady in Q2 2026 at 272 shares worth $61K. The position accounts for 0.02% of the portfolio, ranked #295.

Pension & Wealth Management Advisors first reported a position in DOV in Q3 2025 and has held it in 4 quarters since. 1,103 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Pension & Wealth Management Advisors held 272 shares of Dover worth $61K as of Q2 2026.
  • Pension & Wealth Management Advisors left its Dover share count unchanged in Q2 2026.
  • Dover made up 0.02% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #295 holding.
  • Pension & Wealth Management Advisors first reported a position in Dover in Q3 2025 and has held it in 4 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.