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Waypoint Wealth Counsel’s Dover DOV Stock Holding History

Waypoint Wealth Counsel’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 		$248K Sell
1,106
-333
-23% -$72.6K 0.16% 112
2026
Q1 		$300K Sell
1,439
-148
-9% -$31.6K 0.16% 145
2025
Q4 		$310K Sell
1,587
-923
-37% -$168K 0.11% 180
2025
Q3 		$419K Buy
+2,510
New +$450K 0.17% 117

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

Waypoint Wealth Counsel's DOV Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Dover (DOV) stake by 23% in Q2 2026, selling an estimated $72.6K and leaving 1,106 shares worth $248K. The position accounts for 0.16% of the portfolio, ranked #112.

Waypoint Wealth Counsel first reported a position in DOV in Q3 2025 and has held it in 4 quarters since. The position peaked at $419K in Q3 2025. 1,162 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Waypoint Wealth Counsel held 1,106 shares of Dover worth $248K as of Q2 2026.
  • Waypoint Wealth Counsel sold 333 Dover shares in Q2 2026, an estimated $72.6K.
  • Dover made up 0.16% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #112 holding.
  • Waypoint Wealth Counsel first reported a position in Dover in Q3 2025 and has held it in 4 quarters since.
  • Waypoint Wealth Counsel's Dover position peaked at $419K in Q3 2025.
  • 1,162 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.