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SS&H Financial Advisors’s Dover DOV Stock Holding History

SS&H Financial 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 		$247K Buy
+1,100
New +$240K 0.06% 119
2025
Q4 		$215K Buy
+1,100
New +$200K 0.06% 122
2025
Q3 		– Sell
-1,100
Closed -$202K – 126
2025
Q2 		$202K Buy
+1,100
New +$191K 0.07% 123
2025
Q1 		– Sell
-1,100
Closed -$207K – 125
2024
Q4 		$207K Hold
1,100
– – 0.08% 120
2024
Q3 		$211K Buy
+1,100
New +$200K 0.08% 124

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

SS&H Financial Advisors's DOV Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Dover (DOV) in Q2 2026: 1,100 shares worth $247K. The stake represents 0.06% of the portfolio and ranks #119 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in DOV as recently as Q4 2025.

SS&H Financial Advisors first reported a position in DOV in Q3 2024 and has held it in 5 quarters since. 1,167 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • SS&H Financial Advisors held 1,100 shares of Dover worth $247K as of Q2 2026.
  • Dover was a new SS&H Financial Advisors position in Q2 2026.
  • Dover made up 0.06% of SS&H Financial Advisors's portfolio in Q2 2026, its #119 holding.
  • SS&H Financial Advisors first reported a position in Dover in Q3 2024 and has held it in 5 quarters since.
  • 1,167 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.