Proactive Wealth Strategies
DOV icon

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
Q3 		$288K Sell
1,541
-15
-1% -$3.02K 0.04% 188
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Cincinnati Financial Corp
Cincinnati Financial Corp Fairfield, Ohio $5.32B AUM 18.6% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Proactive Wealth Strategies's DOV Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its Dover (DOV) stake by 0.96% in Q3 2026, selling an estimated $3.02K and leaving 1,541 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #188.

Proactive Wealth Strategies first reported a position in DOV in Q1 2026 and has held it in 3 quarters since. The position peaked at $349K in Q2 2026. 689 funds tracked by Wall St. Rank hold DOV as of Q3 2026.

  • Proactive Wealth Strategies held 1,541 shares of Dover worth $288K as of Q3 2026.
  • Proactive Wealth Strategies sold 15 Dover shares in Q3 2026, an estimated $3.02K.
  • Dover made up 0.04% of Proactive Wealth Strategies's portfolio in Q3 2026, its #188 holding.
  • Proactive Wealth Strategies first reported a position in Dover in Q1 2026 and has held it in 3 quarters since.
  • Proactive Wealth Strategies's Dover position peaked at $349K in Q2 2026.
  • 689 funds tracked by Wall St. Rank held Dover as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.