PWPS
DOV icon

Pinnacle Wealth Planning Services’s Dover DOV Stock Holding History

Pinnacle Wealth Planning Services’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 		$109K Buy
485
+8
+2% +$1.74K 0.01% 822
2026
Q1 		$99.4K Buy
477
+36
+8% +$7.7K 0.01% 804
2025
Q4 		$86.1K Buy
+441
New +$80.3K 0.01% 862
2021
Q1 		– Sell
-289
Closed -$36K – 785
2020
Q4 		$36K Buy
+289
New +$34.3K 0.01% 930

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

Pinnacle Wealth Planning Services's DOV Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Dover (DOV) stake by 1.7% in Q2 2026, buying an estimated $1.74K and bringing the position to 485 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #822.

Pinnacle Wealth Planning Services first reported a position in DOV in Q4 2020 and has held it in 4 quarters since. 1,166 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Pinnacle Wealth Planning Services held 485 shares of Dover worth $109K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 8 Dover shares in Q2 2026, an estimated $1.74K.
  • Dover made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #822 holding.
  • Pinnacle Wealth Planning Services first reported a position in Dover in Q4 2020 and has held it in 4 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.