Principia Wealth Advisory’s Dover DOV Stock Holding History

Principia Wealth Advisory’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	$56.5K	Buy	252 +244	+3,050%	+$53.2K	0.03%	132
2026 Q1	$1.67K	Hold	8	–	–	﹤0.01%	562
2025 Q4	$1.56K	Sell	8 -2	-20%	-$364	﹤0.01%	533
2025 Q3	$1.67K	Buy	10 +3	+43%	+$538	﹤0.01%	480
2025 Q2	$1.28K	Buy	7 +6	+600%	+$1.04K	﹤0.01%	497
2025 Q1	$166	Sell	1 -1	-50%	-$192	﹤0.01%	788
2024 Q4	$375	Buy	+2	New	+$391	﹤0.01%	624

Other funds holding DOV

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principia Wealth Advisory's DOV Position: Q2 2026 in Review

Principia Wealth Advisory increased its Dover (DOV) stake by 3,050% in Q2 2026, buying an estimated $53.2K and bringing the position to 252 shares worth $56.5K. The position accounts for 0.03% of the portfolio, ranked #132.

Principia Wealth Advisory first reported a position in DOV in Q4 2024 and has held it in 7 quarters since. 1,164 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

Principia Wealth Advisory held 252 shares of Dover worth $56.5K as of Q2 2026.
Principia Wealth Advisory bought 244 Dover shares in Q2 2026, an estimated $53.2K.
Dover made up 0.03% of Principia Wealth Advisory's portfolio in Q2 2026, its #132 holding.
Principia Wealth Advisory first reported a position in Dover in Q4 2024 and has held it in 7 quarters since.
1,164 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.