PCS
DOV icon

Personal CFO Solutions’s Dover DOV Stock Holding History

Personal CFO Solutions’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 		$358K Buy
1,597
+34
+2% +$7.41K 0.05% 343
2026
Q1 		$326K Buy
1,563
+40
+3% +$8.55K 0.05% 348
2025
Q4 		$297K Buy
1,523
+80
+6% +$14.6K 0.05% 373
2025
Q3 		$241K Sell
1,443
-16
-1% -$2.87K 0.04% 437
2025
Q2 		$267K Buy
1,459
+12
+0.8% +$2.09K 0.05% 367
2025
Q1 		$254K Sell
1,447
-38
-3% -$7.31K 0.05% 359
2024
Q4 		$279K Sell
1,485
-2
-0.1% -$391 0.05% 350
2024
Q3 		$285K Sell
1,487
-26
-2% -$4.74K 0.04% 441
2024
Q2 		$273K Sell
1,513
-186
-11% -$33.3K 0.04% 416
2024
Q1 		$301K Buy
1,699
+18
+1% +$2.9K 0.05% 396
2023
Q4 		$259K Buy
1,681
+58
+4% +$8.13K 0.04% 412
2023
Q3 		$227K Buy
1,623
+36
+2% +$5.2K 0.04% 399
2023
Q2 		$234K Buy
1,587
+47
+3% +$6.72K 0.05% 404
2023
Q1 		$234K Buy
+1,540
New +$226K 0.05% 396
2022
Q2 		– Sell
-1,300
Closed -$204K – 449
2022
Q1 		$204K Buy
1,300
+35
+3% +$5.74K 0.04% 435
2021
Q4 		$230K Buy
+1,265
New +$215K 0.04% 407

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

Personal CFO Solutions's DOV Position: Q2 2026 in Review

Personal CFO Solutions increased its Dover (DOV) stake by 2.2% in Q2 2026, buying an estimated $7.41K and bringing the position to 1,597 shares worth $358K. The position accounts for 0.05% of the portfolio, ranked #343.

Personal CFO Solutions first reported a position in DOV in Q4 2021 and has held it in 16 quarters since. 1,166 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Personal CFO Solutions held 1,597 shares of Dover worth $358K as of Q2 2026.
  • Personal CFO Solutions bought 34 Dover shares in Q2 2026, an estimated $7.41K.
  • Dover made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #343 holding.
  • Personal CFO Solutions first reported a position in Dover in Q4 2021 and has held it in 16 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.