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
Q2 		$410K Sell
1,828
-526
-22% -$115K 0.05% 114
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 $1.81T 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

Philip James Wealth Mangement's DOV Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Dover (DOV) stake by 22% in Q2 2026, selling an estimated $115K and leaving 1,828 shares worth $410K. The position accounts for 0.05% of the portfolio, ranked #114.

Philip James Wealth Mangement first reported a position in DOV in Q3 2025 and has held it in 4 quarters since. The position peaked at $491K in Q1 2026. 1,166 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Philip James Wealth Mangement held 1,828 shares of Dover worth $410K as of Q2 2026.
  • Philip James Wealth Mangement sold 526 Dover shares in Q2 2026, an estimated $115K.
  • Dover made up 0.05% of Philip James Wealth Mangement's portfolio in Q2 2026, its #114 holding.
  • Philip James Wealth Mangement first reported a position in Dover in Q3 2025 and has held it in 4 quarters since.
  • Philip James Wealth Mangement's Dover position peaked at $491K in Q1 2026.
  • 1,166 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.