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Rockline Wealth Management’s Dover DOV Stock Holding History

Rockline Wealth Management’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 		$4.67M Sell
20,802
-509
-2% -$111K 0.89% 33
2026
Q1 		$4.44M Sell
21,311
-326
-2% -$69.7K 0.97% 33
2025
Q4 		$4.22M Buy
21,637
+232
+1% +$42.3K 0.86% 33
2025
Q3 		$3.57M Sell
21,405
-160
-0.7% -$28.7K 0.74% 37
2025
Q2 		$3.95M Sell
21,565
-201
-0.9% -$35K 0.93% 33
2025
Q1 		$3.82M Buy
21,766
+760
+4% +$146K 1.06% 29
2024
Q4 		$3.94M Buy
21,006
+1,030
+5% +$201K 1.05% 31
2024
Q3 		$3.83M Buy
19,976
+661
+3% +$120K 1.08% 29
2024
Q2 		$3.49M Buy
19,315
+333
+2% +$59.6K 1.08% 28
2024
Q1 		$3.36M Buy
18,982
+314
+2% +$50.6K 1.18% 28
2023
Q4 		$2.87M Buy
+18,668
New +$2.62M 1.19% 31

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

Rockline Wealth Management's DOV Position: Q2 2026 in Review

Rockline Wealth Management reduced its Dover (DOV) stake by 2.4% in Q2 2026, selling an estimated $111K and leaving 20,802 shares worth $4.67M. The position accounts for 0.89% of the portfolio, ranked #33.

Rockline Wealth Management first reported a position in DOV in Q4 2023 and has held it in 11 quarters since. 1,159 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Rockline Wealth Management held 20,802 shares of Dover worth $4.67M as of Q2 2026.
  • Rockline Wealth Management sold 509 Dover shares in Q2 2026, an estimated $111K.
  • Dover made up 0.89% of Rockline Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Rockline Wealth Management first reported a position in Dover in Q4 2023 and has held it in 11 quarters since.
  • 1,159 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.