WIM
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WealthPlan Investment Management’s Dover DOV Stock Holding History

WealthPlan Investment Management’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 		$2.21M Sell
9,833
-2,237
-19% -$487K 0.11% 156
2026
Q1 		$2.52M Sell
12,070
-8,125
-40% -$1.74M 0.14% 136
2025
Q4 		$3.94M Sell
20,195
-17,921
-47% -$3.26M 0.25% 96
2025
Q3 		$6.36M Sell
38,116
-1,352
-3% -$243K 0.42% 79
2025
Q2 		$7.23M Buy
39,468
+4,728
+14% +$823K 0.53% 65
2025
Q1 		$6.1M Sell
34,740
-899
-3% -$173K 0.6% 63
2024
Q4 		$6.69M Sell
35,639
-193
-0.5% -$37.7K 0.66% 56
2024
Q3 		$6.87M Buy
35,832
+1,514
+4% +$276K 0.7% 55
2024
Q2 		$6.19M Buy
+34,318
New +$6.15M 0.94% 45
2023
Q2 		– Sell
-110
Closed -$15.7K – 367
2023
Q1 		$16.7K Buy
+110
New +$16.1K ﹤0.01% 303

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

WealthPlan Investment Management's DOV Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Dover (DOV) stake by 19% in Q2 2026, selling an estimated $487K and leaving 9,833 shares worth $2.21M. The position accounts for 0.11% of the portfolio, ranked #156.

WealthPlan Investment Management first reported a position in DOV in Q1 2023 and has held it in 10 quarters since. The position peaked at $7.23M in Q2 2025. 1,160 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • WealthPlan Investment Management held 9,833 shares of Dover worth $2.21M as of Q2 2026.
  • WealthPlan Investment Management sold 2,237 Dover shares in Q2 2026, an estimated $487K.
  • Dover made up 0.11% of WealthPlan Investment Management's portfolio in Q2 2026, its #156 holding.
  • WealthPlan Investment Management first reported a position in Dover in Q1 2023 and has held it in 10 quarters since.
  • WealthPlan Investment Management's Dover position peaked at $7.23M in Q2 2025.
  • 1,160 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.