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Synergy Investment Management’s Dover DOV Stock Holding History

Synergy Investment 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
Q2 		$3.56K Buy
18
+3
+20% +$654 ﹤0.01% 821
2026
Q1 		$3.13K Buy
+15
New +$3.21K ﹤0.01% 646

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

Synergy Investment Management's DOV Position: Q2 2026 in Review

Synergy Investment Management increased its Dover (DOV) stake by 20% in Q2 2026, buying an estimated $654 and bringing the position to 18 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Synergy Investment Management first reported a position in DOV in Q1 2026 and has held it in 2 quarters since. 1,160 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Synergy Investment Management held 18 shares of Dover worth $3.56K as of Q2 2026.
  • Synergy Investment Management bought 3 Dover shares in Q2 2026, an estimated $654.
  • Dover made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #821 holding.
  • Synergy Investment Management first reported a position in Dover in Q1 2026 and has held it in 2 quarters since.
  • 1,160 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.