SOA Wealth Advisors’s Dover DOV Stock Holding History

SOA Wealth Advisors’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	$239	Hold	1	–	–	﹤0.01%	843
2026 Q1	$221	Hold	1	–	–	﹤0.01%	807
2025 Q4	$207	Hold	1	–	–	﹤0.01%	810
2025 Q3	$176	Hold	1	–	–	﹤0.01%	841
2025 Q2	$193	Hold	1	–	–	﹤0.01%	822
2025 Q1	$185	Hold	1	–	–	﹤0.01%	828
2024 Q4	$196	Hold	1	–	–	﹤0.01%	824
2024 Q3	$200	Hold	1	–	–	﹤0.01%	793
2024 Q2	$188	Hold	1	–	–	﹤0.01%	806
2024 Q1	$184	Hold	1	–	–	﹤0.01%	853
2023 Q4	$159	Hold	1	–	–	﹤0.01%	856
2023 Q3	$144	Hold	1	–	–	﹤0.01%	890
2023 Q2	$152	Hold	1	–	–	﹤0.01%	891
2023 Q1	$156	Hold	1	–	–	﹤0.01%	917
2022 Q4	$138	Hold	1	–	–	﹤0.01%	923
2022 Q3	$0	Hold	1	–	–	﹤0.01%	857
2022 Q2	$0	Sell	1 -65	-98%	-$8.79K	﹤0.01%	854
2022 Q1	$10K	Hold	66	–	–	﹤0.01%	584
2021 Q4	$11K	Hold	66	–	–	﹤0.01%	546
2021 Q3	$10K	Buy	66 +49	+288%	+$8.12K	﹤0.01%	583
2021 Q2	$2K	Buy	17 +10	+143%	+$1.48K	﹤0.01%	763
2021 Q1	$0	Buy	7 +6	+600%	+$764	﹤0.01%	828
2020 Q4	$0	Buy	+1	New	+$119	﹤0.01%	810

Other funds holding DOV

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SOA Wealth Advisors's DOV Position: Q2 2026 in Review

SOA Wealth Advisors held its Dover (DOV) position steady in Q2 2026 at 1 share worth $239. The position accounts for ﹤0.01% of the portfolio, ranked #843.

SOA Wealth Advisors first reported a position in DOV in Q4 2020 and has held it in 23 quarters since. The position peaked at $11K in Q4 2021. 1,160 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

SOA Wealth Advisors held 1 share of Dover worth $239 as of Q2 2026.
SOA Wealth Advisors left its Dover share count unchanged in Q2 2026.
Dover made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #843 holding.
SOA Wealth Advisors first reported a position in Dover in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Dover position peaked at $11K in Q4 2021.
1,160 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.