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Trifecta Capital Advisors’s Dover DOV Stock Holding History

Trifecta Capital 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 		$533K Buy
2,375
+2
+0.1% +$436 0.07% 77
2026
Q1 		$495K Hold
2,373
– – 0.08% 75
2025
Q4 		$463K Hold
2,373
– – 0.07% 76
2025
Q3 		$396K Sell
2,373
-31
-1% -$5.56K 0.06% 77
2025
Q2 		$440K Buy
2,404
+2,304
+2,304% +$401K 0.07% 76
2025
Q1 		$17.6K Hold
100
– – ﹤0.01% 195
2024
Q4 		$18.8K Hold
100
– – ﹤0.01% 190
2024
Q3 		$19.2K Hold
100
– – ﹤0.01% 193
2024
Q2 		$18K Hold
100
– – ﹤0.01% 195
2024
Q1 		$17.7K Hold
100
– – ﹤0.01% 181
2023
Q4 		$15.4K Hold
100
– – ﹤0.01% 186
2023
Q3 		$14K Sell
100
-250
-71% -$36.1K ﹤0.01% 197
2023
Q2 		$51.7K Buy
350
+250
+250% +$35.7K 0.02% 142
2023
Q1 		$15.2K Hold
100
– – 0.01% 197
2022
Q4 		$13.5K Buy
+100
New +$13.3K 0.01% 182

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

Trifecta Capital Advisors's DOV Position: Q2 2026 in Review

Trifecta Capital Advisors increased its Dover (DOV) stake by 0.08% in Q2 2026, buying an estimated $436 and bringing the position to 2,375 shares worth $533K. The position accounts for 0.07% of the portfolio, ranked #77.

Trifecta Capital Advisors first reported a position in DOV in Q4 2022 and has held it in 15 quarters since. 1,162 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Trifecta Capital Advisors held 2,375 shares of Dover worth $533K as of Q2 2026.
  • Trifecta Capital Advisors bought 2 Dover shares in Q2 2026, an estimated $436.
  • Dover made up 0.07% of Trifecta Capital Advisors's portfolio in Q2 2026, its #77 holding.
  • Trifecta Capital Advisors first reported a position in Dover in Q4 2022 and has held it in 15 quarters since.
  • 1,162 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.