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Private Wealth Management Group’s Dover DOV Stock Holding History

Private Wealth Management Group’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 		$1.57K Hold
7
– – ﹤0.01% 1211
2026
Q1 		$1.46K Hold
7
– – ﹤0.01% 1173
2025
Q4 		$1.37K Hold
7
– – ﹤0.01% 1188
2025
Q3 		$1.17K Sell
7
-1
-13% -$179 ﹤0.01% 1244
2025
Q2 		$1.47K Hold
8
– – ﹤0.01% 1173
2025
Q1 		$1.41K Hold
8
– – ﹤0.01% 1178
2024
Q4 		$1.5K Hold
8
– – ﹤0.01% 1197
2024
Q3 		$1.53K Buy
8
+1
+14% +$182 ﹤0.01% 1161
2024
Q2 		$1.26K Hold
7
– – ﹤0.01% 1212
2024
Q1 		$1.24K Hold
7
– – ﹤0.01% 1176
2023
Q4 		$1.08K Buy
+7
New +$981 ﹤0.01% 1240

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

Private Wealth Management Group's DOV Position: Q2 2026 in Review

Private Wealth Management Group held its Dover (DOV) position steady in Q2 2026 at 7 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Private Wealth Management Group first reported a position in DOV in Q4 2023 and has held it in 11 quarters since. 1,160 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Private Wealth Management Group held 7 shares of Dover worth $1.57K as of Q2 2026.
  • Private Wealth Management Group left its Dover share count unchanged in Q2 2026.
  • Dover made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1211 holding.
  • Private Wealth Management Group first reported a position in Dover in Q4 2023 and has held it in 11 quarters since.
  • 1,160 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.