PJWM
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Philip James Wealth Mangement’s Dover DOV Stock Holding History

Philip James Wealth Mangement’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 		$491K Sell
2,354
-22
-0.9% -$4.7K 0.06% 111
2025
Q4 		$464K Buy
2,376
+215
+10% +$39.2K 0.05% 125
2025
Q3 		$361K Buy
+2,161
New +$388K 0.04% 136

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

Philip James Wealth Mangement's DOV Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Dover (DOV) stake by 0.93% in Q1 2026, selling an estimated $4.7K and leaving 2,354 shares worth $491K. The position accounts for 0.06% of the portfolio, ranked #111.

Philip James Wealth Mangement first reported a position in DOV in Q3 2025 and has held it in 3 quarters since. 1,121 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

  • Philip James Wealth Mangement held 2,354 shares of Dover worth $491K as of Q1 2026.
  • Philip James Wealth Mangement sold 22 Dover shares in Q1 2026, an estimated $4.7K.
  • Dover made up 0.06% of Philip James Wealth Mangement's portfolio in Q1 2026, its #111 holding.
  • Philip James Wealth Mangement first reported a position in Dover in Q3 2025 and has held it in 3 quarters since.
  • 1,121 funds tracked by Wall St. Rank held Dover as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.