Waterloo Capital’s Dover DOV Stock Holding History

Waterloo Capital’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	$537K	Buy	2,575 +70	+3%	+$15K	0.04%	291
2025 Q4	$489K	Buy	+2,505	New	+$456K	0.04%	296

Other funds holding DOV

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Waterloo Capital's DOV Position: Q1 2026 in Review

Waterloo Capital increased its Dover (DOV) stake by 2.8% in Q1 2026, buying an estimated $15K and bringing the position to 2,575 shares worth $537K. The position accounts for 0.04% of the portfolio, ranked #291.

Waterloo Capital first reported a position in DOV in Q4 2025 and has held it in 2 quarters since. 1,122 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

Waterloo Capital held 2,575 shares of Dover worth $537K as of Q1 2026.
Waterloo Capital bought 70 Dover shares in Q1 2026, an estimated $15K.
Dover made up 0.04% of Waterloo Capital's portfolio in Q1 2026, its #291 holding.
Waterloo Capital first reported a position in Dover in Q4 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 Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.