SWP
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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
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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sagespring Wealth Partners's DOV Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Dover (DOV) stake by 8% in Q1 2026, buying an estimated $44.2K and bringing the position to 2,785 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #460.

Sagespring Wealth Partners first reported a position in DOV in Q4 2024 and has held it in 6 quarters since. 1,124 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

  • Sagespring Wealth Partners held 2,785 shares of Dover worth $581K as of Q1 2026.
  • Sagespring Wealth Partners bought 207 Dover shares in Q1 2026, an estimated $44.2K.
  • Dover made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #460 holding.
  • Sagespring Wealth Partners first reported a position in Dover in Q4 2024 and has held it in 6 quarters since.
  • 1,124 funds tracked by Wall St. Rank held Dover as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.