WA
DOV icon

Waverly Advisors’s Dover DOV Stock Holding History

Waverly 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 		$932K Sell
4,157
-688
-14% -$150K 0.01% 922
2026
Q1 		$1.01M Buy
4,845
+854
+21% +$183K 0.01% 828
2025
Q4 		$779K Buy
3,991
+747
+23% +$136K 0.01% 841
2025
Q3 		$541K Buy
3,244
+316
+11% +$56.7K 0.01% 829
2025
Q2 		$536K Buy
2,928
+1,185
+68% +$206K 0.01% 779
2025
Q1 		$306K Buy
1,743
+598
+52% +$115K ﹤0.01% 918
2024
Q4 		$215K Buy
+1,145
New +$224K ﹤0.01% 905
2015
Q4 		– Sell
-880
Closed -$41K – 192
2015
Q3 		$41K Buy
880
+221
+34% +$11.2K 0.03% 160
2015
Q2 		$37K Buy
659
+151
+30% +$8.99K 0.02% 166
2015
Q1 		$28K Buy
508
+75
+17% +$4.32K 0.01% 169
2014
Q4 		$25K Buy
433
+221
+104% +$13.7K 0.01% 190
2014
Q3 		$14K Sell
212
-249
-54% -$17.5K 0.01% 405
2014
Q2 		$34K Sell
461
-210
-31% -$14.7K 0.01% 270
2014
Q1 		$44K Sell
671
-42
-6% -$2.61K 0.02% 231
2013
Q4 		$46K Sell
713
-222
-24% -$13.6K 0.02% 343
2013
Q3 		$56K Buy
+935
New +$53.9K 0.03% 229

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

Waverly Advisors's DOV Position: Q2 2026 in Review

Waverly Advisors reduced its Dover (DOV) stake by 14% in Q2 2026, selling an estimated $150K and leaving 4,157 shares worth $932K. The position accounts for 0.01% of the portfolio, ranked #922.

Waverly Advisors first reported a position in DOV in Q3 2013 and has held it in 16 quarters since. The position peaked at $1.01M in Q1 2026. 1,166 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Waverly Advisors held 4,157 shares of Dover worth $932K as of Q2 2026.
  • Waverly Advisors sold 688 Dover shares in Q2 2026, an estimated $150K.
  • Dover made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #922 holding.
  • Waverly Advisors first reported a position in Dover in Q3 2013 and has held it in 16 quarters since.
  • Waverly Advisors's Dover position peaked at $1.01M in Q1 2026.
  • 1,166 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.