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
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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Personal CFO Solutions's DOV Position: Q1 2026 in Review

Personal CFO Solutions increased its Dover (DOV) stake by 2.6% in Q1 2026, buying an estimated $8.55K and bringing the position to 1,563 shares worth $326K. The position accounts for 0.05% of the portfolio, ranked #348.

Personal CFO Solutions first reported a position in DOV in Q4 2021 and has held it in 15 quarters since. 1,121 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

  • Personal CFO Solutions held 1,563 shares of Dover worth $326K as of Q1 2026.
  • Personal CFO Solutions bought 40 Dover shares in Q1 2026, an estimated $8.55K.
  • Dover made up 0.05% of Personal CFO Solutions's portfolio in Q1 2026, its #348 holding.
  • Personal CFO Solutions first reported a position in Dover in Q4 2021 and has held it in 15 quarters since.
  • 1,121 funds tracked by Wall St. Rank held Dover as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.