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Ruedi Wealth Management’s Dover DOV Stock Holding History

Ruedi 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
2025
Q2 		– Sell
-20
Closed -$3.51K – 128
2025
Q1 		$3.51K Hold
20
– – ﹤0.01% 238
2024
Q4 		$3.75K Hold
20
– – ﹤0.01% 232
2024
Q3 		$3.83K Sell
20
-21
-51% -$3.83K ﹤0.01% 232
2024
Q2 		$7.4K Buy
+41
New +$7.34K ﹤0.01% 208

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Ruedi Wealth Management's DOV Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Dover (DOV) in Q2 2025, closing a stake of 20 shares — an estimated $3.51K sold.

Ruedi Wealth Management first reported a position in DOV in Q2 2024 and held it in 4 quarters. The position peaked at $7.4K in Q2 2024. 1,058 funds tracked by Wall St. Rank hold DOV as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Dover position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 20 Dover shares in Q2 2025, an estimated $3.51K.
  • Ruedi Wealth Management first reported a position in Dover in Q2 2024 and held it in 4 quarters.
  • Ruedi Wealth Management's Dover position peaked at $7.4K in Q2 2024.
  • 1,058 funds tracked by Wall St. Rank held Dover as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.