TrueWealth Advisors’s Dover DOV Stock Holding History

TrueWealth 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
2025 Q1	–	Sell	-2,533	Closed	-$475K	–	214
2024 Q4	$475K	Buy	+2,533	New	+$495K	0.16%	121

Other funds holding DOV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

TrueWealth Advisors's DOV Position: Q1 2025 in Review

TrueWealth Advisors sold out of Dover (DOV) in Q1 2025, closing a stake of 2,533 shares — an estimated $475K sold.

TrueWealth Advisors first reported a position in DOV in Q4 2024 and held it in 1 quarter. The position peaked at $475K in Q4 2024. 1,060 funds tracked by Wall St. Rank hold DOV as of Q1 2025.

TrueWealth Advisors reported no remaining Dover position as of Q1 2025 after selling out during the quarter.
TrueWealth Advisors sold 2,533 Dover shares in Q1 2025, an estimated $475K.
TrueWealth Advisors first reported a position in Dover in Q4 2024 and held it in 1 quarter.
TrueWealth Advisors's Dover position peaked at $475K in Q4 2024.
1,060 funds tracked by Wall St. Rank held Dover as of Q1 2025.

Based on TrueWealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.