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Sagespring Wealth Partners’s Dover DOV Stock Holding History

Sagespring Wealth Partners’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 		$605K Sell
2,695
-90
-3% -$19.6K 0.01% 475
2026
Q1 		$581K Buy
2,785
+207
+8% +$44.2K 0.01% 460
2025
Q4 		$503K Sell
2,578
-132
-5% -$24K 0.01% 471
2025
Q3 		$452K Sell
2,710
-77
-3% -$13.8K 0.01% 485
2025
Q2 		$511K Buy
2,787
+192
+7% +$33.4K 0.01% 434
2025
Q1 		$456K Buy
2,595
+95
+4% +$18.3K 0.01% 410
2024
Q4 		$469K Buy
+2,500
New +$489K 0.01% 364

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

Sagespring Wealth Partners's DOV Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Dover (DOV) stake by 3.2% in Q2 2026, selling an estimated $19.6K and leaving 2,695 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #475.

Sagespring Wealth Partners first reported a position in DOV in Q4 2024 and has held it in 7 quarters since. 1,167 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Sagespring Wealth Partners held 2,695 shares of Dover worth $605K as of Q2 2026.
  • Sagespring Wealth Partners sold 90 Dover shares in Q2 2026, an estimated $19.6K.
  • Dover made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #475 holding.
  • Sagespring Wealth Partners first reported a position in Dover in Q4 2024 and has held it in 7 quarters since.
  • 1,167 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.