SWM
DOV icon

SHP Wealth Management’s Dover DOV Stock Holding History

SHP 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
Q1 		$39.6K Sell
190
-62
-25% -$13.3K ﹤0.01% 548
2025
Q4 		$49.1K Buy
+252
New +$45.9K ﹤0.01% 480

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 $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 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

SHP Wealth Management's DOV Position: Q1 2026 in Review

SHP Wealth Management reduced its Dover (DOV) stake by 25% in Q1 2026, selling an estimated $13.3K and leaving 190 shares worth $39.6K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

SHP Wealth Management first reported a position in DOV in Q4 2025 and has held it in 2 quarters since. The position peaked at $49.1K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

  • SHP Wealth Management held 190 shares of Dover worth $39.6K as of Q1 2026.
  • SHP Wealth Management sold 62 Dover shares in Q1 2026, an estimated $13.3K.
  • Dover made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #548 holding.
  • SHP Wealth Management first reported a position in Dover in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Dover position peaked at $49.1K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Dover as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.