VFA
DOV icon

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
Q3 		$243K Buy
1,299
+3
+0.2% +$605 0.01% 703
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

NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return

Valeo Financial Advisors's DOV Position: Q3 2026 in Review

Valeo Financial Advisors increased its Dover (DOV) stake by 0.23% in Q3 2026, buying an estimated $605 and bringing the position to 1,299 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #703.

Valeo Financial Advisors first reported a position in DOV in Q3 2017 and has held it in 27 quarters since. The position peaked at $291K in Q2 2026. 47 funds tracked by Wall St. Rank hold DOV as of Q3 2026.

  • Valeo Financial Advisors held 1,299 shares of Dover worth $243K as of Q3 2026.
  • Valeo Financial Advisors bought 3 Dover shares in Q3 2026, an estimated $605.
  • Dover made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #703 holding.
  • Valeo Financial Advisors first reported a position in Dover in Q3 2017 and has held it in 27 quarters since.
  • Valeo Financial Advisors's Dover position peaked at $291K in Q2 2026.
  • 47 funds tracked by Wall St. Rank held Dover as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.