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DOV icon

Wealth Alliance’s Dover DOV Stock Holding History

Wealth Alliance’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 		$680K Sell
3,033
-153
-5% -$33.3K 0.06% 252
2026
Q1 		$664K Sell
3,186
-657
-17% -$140K 0.07% 244
2025
Q4 		$750K Buy
3,843
+46
+1% +$8.38K 0.07% 231
2025
Q3 		$633K Buy
3,797
+93
+3% +$16.7K 0.07% 253
2025
Q2 		$679K Buy
3,704
+133
+4% +$23.1K 0.08% 235
2025
Q1 		$627K Buy
3,571
+26
+0.7% +$5K 0.08% 232
2024
Q4 		$665K Sell
3,545
-121
-3% -$23.7K 0.08% 223
2024
Q3 		$703K Buy
3,666
+4
+0.1% +$729 0.08% 212
2024
Q2 		$661K Sell
3,662
-91
-2% -$16.3K 0.09% 213
2024
Q1 		$665K Sell
3,753
-131
-3% -$21.1K 0.09% 222
2023
Q4 		$597K Sell
3,884
-359
-8% -$50.3K 0.08% 230
2023
Q3 		$592K Sell
4,243
-809
-16% -$117K 0.09% 211
2023
Q2 		$746K Buy
5,052
+92
+2% +$13.2K 0.11% 185
2023
Q1 		$754K Buy
4,960
+12
+0.2% +$1.76K 0.12% 180
2022
Q4 		$670K Buy
4,948
+703
+17% +$93.4K 0.12% 191
2022
Q3 		$495K Buy
4,245
+228
+6% +$29.1K 0.1% 217
2022
Q2 		$487K Buy
4,017
+1,538
+62% +$208K 0.09% 219
2022
Q1 		$389K Sell
2,479
-524
-17% -$86K 0.08% 273
2021
Q4 		$545K Sell
3,003
-168
-5% -$28.5K 0.11% 209
2021
Q3 		$493K Buy
+3,171
New +$525K 0.11% 203

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

Wealth Alliance's DOV Position: Q2 2026 in Review

Wealth Alliance reduced its Dover (DOV) stake by 4.8% in Q2 2026, selling an estimated $33.3K and leaving 3,033 shares worth $680K. The position accounts for 0.06% of the portfolio, ranked #252.

Wealth Alliance first reported a position in DOV in Q3 2021 and has held it in 20 quarters since. The position peaked at $754K in Q1 2023. 1,167 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Wealth Alliance held 3,033 shares of Dover worth $680K as of Q2 2026.
  • Wealth Alliance sold 153 Dover shares in Q2 2026, an estimated $33.3K.
  • Dover made up 0.06% of Wealth Alliance's portfolio in Q2 2026, its #252 holding.
  • Wealth Alliance first reported a position in Dover in Q3 2021 and has held it in 20 quarters since.
  • Wealth Alliance's Dover position peaked at $754K in Q1 2023.
  • 1,167 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.