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Twin Peaks Wealth Advisors’s Dover DOV Stock Holding History

Twin Peaks Wealth 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
Q1 		$19.4K Buy
+93
New +$19.9K ﹤0.01% 737
2025
Q3 		– Sell
-68
Closed -$12.1K – 675
2025
Q2 		$12.1K Buy
+68
New +$11.8K ﹤0.01% 830

Other funds holding DOV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Twin Peaks Wealth Advisors's DOV Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Dover (DOV) in Q1 2026: 93 shares worth $19.4K. The stake represents ﹤0.01% of the portfolio and ranks #737 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in DOV as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in DOV in Q2 2025 and has held it in 2 quarters since. 1,122 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

  • Twin Peaks Wealth Advisors held 93 shares of Dover worth $19.4K as of Q1 2026.
  • Dover was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Dover made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #737 holding.
  • Twin Peaks Wealth Advisors first reported a position in Dover in Q2 2025 and has held it in 2 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Dover as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.