True Wealth Design’s Dover DOV Stock Holding History

True Wealth Design’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	$56.7K	Hold	253	–	–	0.01%	443
2026 Q1	$52.7K	Buy	253 +55	+28%	+$11.8K	0.01%	386
2025 Q4	$38.7K	Sell	198 -197	-50%	-$35.9K	0.01%	411
2025 Q3	$65.9K	Buy	395 +326	+472%	+$58.5K	0.02%	260
2025 Q2	$12.6K	Buy	69 +54	+360%	+$9.4K	﹤0.01%	495
2025 Q1	$2.64K	Buy	15 +6	+67%	+$1.15K	﹤0.01%	912
2024 Q4	$1.69K	Hold	9	–	–	﹤0.01%	785
2024 Q3	$1.73K	Hold	9	–	–	﹤0.01%	831
2024 Q2	$1.63K	Buy	9 +2	+29%	+$358	﹤0.01%	394
2024 Q1	$1.24K	Buy	7 +3	+75%	+$483	﹤0.01%	411
2023 Q4	$616	Hold	4	–	–	﹤0.01%	427
2023 Q3	$559	Hold	4	–	–	﹤0.01%	404
2023 Q2	$591	Hold	4	–	–	﹤0.01%	400
2023 Q1	$608	Hold	4	–	–	﹤0.01%	485
2022 Q4	$542	Buy	+4	New	+$531	﹤0.01%	437

Other funds holding DOV

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

True Wealth Design's DOV Position: Q2 2026 in Review

True Wealth Design held its Dover (DOV) position steady in Q2 2026 at 253 shares worth $56.7K. The position accounts for 0.01% of the portfolio, ranked #443.

True Wealth Design first reported a position in DOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $65.9K in Q3 2025. 1,162 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

True Wealth Design held 253 shares of Dover worth $56.7K as of Q2 2026.
True Wealth Design left its Dover share count unchanged in Q2 2026.
Dover made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #443 holding.
True Wealth Design first reported a position in Dover in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Dover position peaked at $65.9K in Q3 2025.
1,162 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.