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Valeo Financial Advisors’s Dover DOV Stock Holding History

Valeo Financial 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 		$291K Buy
1,296
+110
+9% +$24K 0.01% 631
2026
Q1 		$247K Sell
1,186
-215
-15% -$46K 0.01% 619
2025
Q4 		$273K Sell
1,401
-266
-16% -$48.5K 0.01% 656
2025
Q3 		$278K Buy
1,667
+117
+8% +$21K 0.01% 632
2025
Q2 		$284K Buy
1,550
+123
+9% +$21.4K 0.01% 597
2025
Q1 		$251K Sell
1,427
-16
-1% -$3.08K 0.01% 576
2024
Q4 		$271K Buy
1,443
+23
+2% +$4.5K 0.01% 581
2024
Q3 		$272K Buy
1,420
+7
+0.5% +$1.27K 0.01% 559
2024
Q2 		$255K Sell
1,413
-19
-1% -$3.4K 0.01% 547
2024
Q1 		$245K Buy
1,432
+5
+0.4% +$805 0.01% 558
2023
Q4 		$219K Buy
+1,427
New +$200K 0.01% 573
2021
Q2 		– Sell
-151
Closed -$21K – 843
2021
Q1 		$21K Buy
151
+55
+57% +$7K ﹤0.01% 1145
2020
Q4 		$12K Sell
96
-190
-66% -$22.6K ﹤0.01% 1141
2020
Q3 		$31K Sell
286
-301
-51% -$32.2K ﹤0.01% 800
2020
Q2 		$57K Buy
587
+121
+26% +$11.2K 0.01% 667
2020
Q1 		$41K Buy
466
+57
+14% +$6.04K ﹤0.01% 667
2019
Q4 		$47K Buy
409
+69
+20% +$7.39K ﹤0.01% 672
2019
Q3 		$34K Sell
340
-133
-28% -$12.8K ﹤0.01% 709
2019
Q2 		$47K Sell
473
-47
-9% -$4.51K 0.01% 620
2019
Q1 		$49K Buy
520
+50
+11% +$4.32K 0.01% 558
2018
Q4 		$33K Hold
470
– – ﹤0.01% 593
2018
Q3 		$39K Hold
470
– – 0.01% 597
2018
Q2 		$38K Buy
470
+144
+44% +$11K 0.01% 604
2018
Q1 		$26K Buy
326
+3
+0.9% +$246 ﹤0.01% 644
2017
Q4 		$26K Buy
323
+158
+96% +$12.2K ﹤0.01% 611
2017
Q3 		$12K Buy
+165
New +$11.5K ﹤0.01% 656

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

Valeo Financial Advisors's DOV Position: Q2 2026 in Review

Valeo Financial Advisors increased its Dover (DOV) stake by 9.3% in Q2 2026, buying an estimated $24K and bringing the position to 1,296 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #631.

Valeo Financial Advisors first reported a position in DOV in Q3 2017 and has held it in 26 quarters since. 1,162 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Valeo Financial Advisors held 1,296 shares of Dover worth $291K as of Q2 2026.
  • Valeo Financial Advisors bought 110 Dover shares in Q2 2026, an estimated $24K.
  • Dover made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #631 holding.
  • Valeo Financial Advisors first reported a position in Dover in Q3 2017 and has held it in 26 quarters since.
  • 1,162 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.