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
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 $1.56T 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

Pinnacle Wealth Planning Services's DOV Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Dover (DOV) stake by 8.2% in Q1 2026, buying an estimated $7.7K and bringing the position to 477 shares worth $99.4K. The position accounts for 0.01% of the portfolio, ranked #804.

Pinnacle Wealth Planning Services first reported a position in DOV in Q4 2020 and has held it in 3 quarters since. 1,121 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

  • Pinnacle Wealth Planning Services held 477 shares of Dover worth $99.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 36 Dover shares in Q1 2026, an estimated $7.7K.
  • Dover made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #804 holding.
  • Pinnacle Wealth Planning Services first reported a position in Dover in Q4 2020 and has held it in 3 quarters since.
  • 1,121 funds tracked by Wall St. Rank held Dover as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.