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Triangle Securities Wealth Management’s Dover DOV Stock Holding History

Triangle Securities Wealth 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 		$425K Hold
1,895
– – 0.08% 170
2026
Q1 		$395K Hold
1,895
– – 0.09% 166
2025
Q4 		$370K Hold
1,895
– – 0.08% 177
2025
Q3 		$316K Sell
1,895
-30
-2% -$5.38K 0.07% 182
2025
Q2 		$353K Sell
1,925
-25
-1% -$4.35K 0.09% 176
2025
Q1 		$343K Sell
1,950
-20
-1% -$3.85K 0.09% 175
2024
Q4 		$370K Hold
1,970
– – 0.09% 169
2024
Q3 		$378K Sell
1,970
-80
-4% -$14.6K 0.1% 172
2024
Q2 		$370K Sell
2,050
-15
-0.7% -$2.69K 0.1% 169
2024
Q1 		$366K Sell
2,065
-25
-1% -$4.03K 0.1% 168
2023
Q4 		$321K Sell
2,090
-9
-0.4% -$1.26K 0.1% 171
2023
Q3 		$293K Sell
2,099
-34
-2% -$4.91K 0.1% 166
2023
Q2 		$315K Sell
2,133
-59
-3% -$8.43K 0.11% 164
2023
Q1 		$333K Sell
2,192
-13
-0.6% -$1.91K 0.12% 161
2022
Q4 		$299K Sell
2,205
-5
-0.2% -$664 0.11% 166
2022
Q3 		$258K Buy
2,210
+195
+10% +$24.9K 0.11% 163
2022
Q2 		$244K Buy
2,015
+635
+46% +$85.9K 0.1% 165
2022
Q1 		$217K Hold
1,380
– – 0.07% 171
2021
Q4 		$251K Sell
1,380
-15
-1% -$2.54K 0.08% 167
2021
Q3 		$217K Hold
1,395
– – 0.07% 169
2021
Q2 		$210K Buy
+1,395
New +$206K 0.07% 173
2015
Q3 		– Sell
-5,521
Closed -$313K – 134
2015
Q2 		$313K Hold
5,521
– – 0.22% 107
2015
Q1 		$308K Buy
5,521
+631
+13% +$36.3K 0.21% 112
2014
Q4 		$283K Buy
+4,890
New +$303K 0.2% 106
2013
Q3 		– Sell
-2,402
Closed -$125K – 185
2013
Q2 		$125K Buy
+2,402
New +$120K 0.09% 159

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

Triangle Securities Wealth Management's DOV Position: Q2 2026 in Review

Triangle Securities Wealth Management held its Dover (DOV) position steady in Q2 2026 at 1,895 shares worth $425K. The position accounts for 0.08% of the portfolio, ranked #170.

Triangle Securities Wealth Management first reported a position in DOV in Q2 2013 and has held it in 25 quarters since. 1,162 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Triangle Securities Wealth Management held 1,895 shares of Dover worth $425K as of Q2 2026.
  • Triangle Securities Wealth Management left its Dover share count unchanged in Q2 2026.
  • Dover made up 0.08% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #170 holding.
  • Triangle Securities Wealth Management first reported a position in Dover in Q2 2013 and has held it in 25 quarters since.
  • 1,162 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.