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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
Q2 		– Sell
-93
Closed -$19.4K – 755
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 $1.81T 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

Twin Peaks Wealth Advisors's DOV Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Dover (DOV) in Q2 2026, closing a stake of 93 shares — an estimated $19.4K sold.

Twin Peaks Wealth Advisors first reported a position in DOV in Q2 2025 and held it in 2 quarters. The position peaked at $19.4K in Q1 2026. 1,167 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Dover position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 93 Dover shares in Q2 2026, an estimated $19.4K.
  • Twin Peaks Wealth Advisors first reported a position in Dover in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Dover position peaked at $19.4K in Q1 2026.
  • 1,167 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.