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Sound Financial Strategies Group’s Dover DOV Stock Holding History

Sound Financial Strategies Group’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 		$301K Buy
1,340
+48
+4% +$10.5K 0.19% 88
2026
Q1 		$269K Sell
1,292
-1,449
-53% -$310K 0.18% 85
2025
Q4 		$535K Sell
2,741
-1,131
-29% -$206K 0.38% 86
2025
Q3 		$646K Sell
3,872
-354
-8% -$63.5K 0.47% 77
2025
Q2 		$774K Buy
4,226
+509
+14% +$88.6K 0.65% 46
2025
Q1 		$653K Sell
3,717
-1,001
-21% -$192K 0.58% 74
2024
Q4 		$885K Buy
4,718
+511
+12% +$99.9K 0.74% 21
2024
Q3 		$807K Buy
4,207
+63
+2% +$11.5K 0.65% 38
2024
Q2 		$748K Buy
4,144
+76
+2% +$13.6K 0.65% 26
2024
Q1 		$721K Sell
4,068
-88
-2% -$14.2K 0.6% 17
2023
Q4 		$639K Sell
4,156
-2,175
-34% -$305K 0.54% 24
2023
Q3 		$883K Sell
6,331
-420
-6% -$60.6K 0.73% 30
2023
Q2 		$997K Sell
6,751
-827
-11% -$118K 0.73% 28
2023
Q1 		$1.15M Sell
7,578
-248
-3% -$36.4K 0.77% 8
2022
Q4 		$1.06M Buy
+7,826
New +$1.04M 0.77% 29
2022
Q2 		– Sell
-10,490
Closed -$1.65M – 54
2022
Q1 		$1.65M Buy
10,490
+2,537
+32% +$416K 0.91% 14
2021
Q4 		$1.44M Sell
7,953
-193
-2% -$32.7K 0.72% 15
2021
Q3 		$1.27M Sell
8,146
-190
-2% -$31.5K 0.64% 17
2021
Q2 		$1.25M Buy
8,336
+3,640
+78% +$537K 0.63% 14
2021
Q1 		$644K Sell
4,696
-177
-4% -$22.5K 0.33% 25
2020
Q4 		$615K Sell
4,873
-3,737
-43% -$444K 0.34% 45
2020
Q3 		$933K Sell
8,610
-134
-2% -$14.3K 0.59% 19
2020
Q2 		$844K Sell
8,744
-37
-0.4% -$3.42K 0.55% 20
2020
Q1 		$737K Sell
8,781
-11,412
-57% -$1.21M 0.5% 25
2019
Q4 		$2.33M Buy
+20,193
New +$2.16M 1.47% 12

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

Sound Financial Strategies Group's DOV Position: Q2 2026 in Review

Sound Financial Strategies Group increased its Dover (DOV) stake by 3.7% in Q2 2026, buying an estimated $10.5K and bringing the position to 1,340 shares worth $301K. The position accounts for 0.19% of the portfolio, ranked #88.

Sound Financial Strategies Group first reported a position in DOV in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.33M in Q4 2019. 1,162 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Sound Financial Strategies Group held 1,340 shares of Dover worth $301K as of Q2 2026.
  • Sound Financial Strategies Group bought 48 Dover shares in Q2 2026, an estimated $10.5K.
  • Dover made up 0.19% of Sound Financial Strategies Group's portfolio in Q2 2026, its #88 holding.
  • Sound Financial Strategies Group first reported a position in Dover in Q4 2019 and has held it in 25 quarters since.
  • Sound Financial Strategies Group's Dover position peaked at $2.33M in Q4 2019.
  • 1,162 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.