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DOV icon

Summit Financial’s Dover DOV Stock Holding History

Summit Financial’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 		$1.37M Sell
6,095
-41
-0.7% -$8.93K 0.02% 741
2026
Q1 		$1.28M Sell
6,136
-414
-6% -$88.5K 0.02% 697
2025
Q4 		$1.28M Sell
6,550
-147
-2% -$26.8K 0.02% 592
2025
Q3 		$1.12M Sell
6,697
-15
-0.2% -$2.69K 0.02% 618
2025
Q2 		$1.23M Buy
6,712
+113
+2% +$19.7K 0.03% 374
2025
Q1 		$1.16M Buy
6,599
+60
+0.9% +$11.5K 0.03% 346
2024
Q4 		$1.23M Buy
6,539
+1,094
+20% +$214K 0.04% 278
2024
Q3 		$1.04M Buy
+5,445
New +$992K 0.04% 250

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

Summit Financial's DOV Position: Q2 2026 in Review

Summit Financial reduced its Dover (DOV) stake by 0.67% in Q2 2026, selling an estimated $8.93K and leaving 6,095 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #741.

Summit Financial first reported a position in DOV in Q3 2024 and has held it in 8 quarters since. 1,162 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Summit Financial held 6,095 shares of Dover worth $1.37M as of Q2 2026.
  • Summit Financial sold 41 Dover shares in Q2 2026, an estimated $8.93K.
  • Dover made up 0.02% of Summit Financial's portfolio in Q2 2026, its #741 holding.
  • Summit Financial first reported a position in Dover in Q3 2024 and has held it in 8 quarters since.
  • 1,162 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.