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Rothschild Investment LLC’s Dover DOV Stock Holding History

Rothschild Investment LLC’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 		$358K Sell
1,594
-5
-0.3% -$1.09K 0.01% 708
2026
Q1 		$333K Buy
1,599
+61
+4% +$13K 0.02% 521
2025
Q4 		$300K Buy
1,538
+114
+8% +$20.8K 0.02% 496
2025
Q3 		$238K Buy
1,424
+854
+150% +$153K 0.01% 550
2025
Q2 		$104K Buy
570
+29
+5% +$5.05K 0.01% 634
2025
Q1 		$95K Sell
541
-56
-9% -$10.8K 0.01% 644
2024
Q4 		$112K Buy
597
+15
+3% +$2.93K 0.01% 612
2024
Q3 		$112K Buy
582
+18
+3% +$3.28K 0.01% 628
2024
Q2 		$102K Buy
564
+51
+10% +$9.13K 0.01% 617
2024
Q1 		$90.9K Buy
513
+26
+5% +$4.19K 0.01% 612
2023
Q4 		$74.9K Buy
+487
New +$68.2K 0.01% 589

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
CI
Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return

Rothschild Investment LLC's DOV Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Dover (DOV) stake by 0.31% in Q2 2026, selling an estimated $1.09K and leaving 1,594 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #708.

Rothschild Investment LLC first reported a position in DOV in Q4 2023 and has held it in 11 quarters since. 633 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Rothschild Investment LLC held 1,594 shares of Dover worth $358K as of Q2 2026.
  • Rothschild Investment LLC sold 5 Dover shares in Q2 2026, an estimated $1.09K.
  • Dover made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #708 holding.
  • Rothschild Investment LLC first reported a position in Dover in Q4 2023 and has held it in 11 quarters since.
  • 633 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.