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Proactive Wealth Strategies’s Dover DOV Stock Holding History

Proactive Wealth Strategies’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 		$349K Sell
1,556
-16
-1% -$3.49K 0.06% 175
2026
Q1 		$328K Buy
+1,572
New +$336K 0.06% 172

Other funds holding DOV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CFC
Cincinnati Financial Corp Fairfield, Ohio $5.23B AUM 22.72% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Proactive Wealth Strategies's DOV Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its Dover (DOV) stake by 1% in Q2 2026, selling an estimated $3.49K and leaving 1,556 shares worth $349K. The position accounts for 0.06% of the portfolio, ranked #175.

Proactive Wealth Strategies first reported a position in DOV in Q1 2026 and has held it in 2 quarters since. 718 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Proactive Wealth Strategies held 1,556 shares of Dover worth $349K as of Q2 2026.
  • Proactive Wealth Strategies sold 16 Dover shares in Q2 2026, an estimated $3.49K.
  • Dover made up 0.06% of Proactive Wealth Strategies's portfolio in Q2 2026, its #175 holding.
  • Proactive Wealth Strategies first reported a position in Dover in Q1 2026 and has held it in 2 quarters since.
  • 718 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.