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Wealthspire Advisors (New York)’s Dover DOV Stock Holding History

Wealthspire Advisors (New York)’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 		$1.46M Sell
7,019
-2,311
-25% -$494K 0.01% 338
2025
Q4 		$1.82M Buy
9,330
+652
+8% +$119K 0.01% 309
2025
Q3 		$1.45M Sell
8,678
-90
-1% -$16.2K 0.01% 325
2025
Q2 		$1.61M Buy
8,768
+68
+0.8% +$11.8K 0.01% 311
2025
Q1 		$1.53M Buy
8,700
+121
+1% +$23.3K 0.01% 312
2024
Q4 		$1.61M Sell
8,579
-86
-1% -$16.8K 0.02% 281
2024
Q3 		$1.66M Sell
8,665
-1,017
-11% -$185K 0.02% 281
2024
Q2 		$1.75M Sell
9,682
-161
-2% -$28.8K 0.02% 226
2024
Q1 		$1.74M Sell
9,843
-196
-2% -$31.6K 0.02% 224
2023
Q4 		$1.54M Sell
10,039
-80
-0.8% -$11.2K 0.02% 239
2023
Q3 		$1.41M Buy
10,119
+349
+4% +$50.4K 0.02% 217
2023
Q2 		$1.44M Buy
9,770
+43
+0.4% +$6.15K 0.02% 193
2023
Q1 		$1.48M Sell
9,727
-444
-4% -$65.2K 0.03% 188
2022
Q4 		$1.38M Buy
10,171
+89
+0.9% +$11.8K 0.03% 203
2022
Q3 		$1.18M Buy
10,082
+167
+2% +$21.3K 0.02% 199
2022
Q2 		$1.2M Buy
9,915
+54
+0.5% +$7.3K 0.03% 193
2022
Q1 		$1.55M Sell
9,861
-416
-4% -$68.2K 0.03% 146
2021
Q4 		$1.87M Buy
10,277
+2,946
+40% +$500K 0.04% 154
2021
Q3 		$1.14M Buy
+7,331
New +$1.21M 0.02% 228
2021
Q2 		– Sell
-9,350
Closed -$1.28M – 454
2021
Q1 		$1.28M Buy
9,350
+7,025
+302% +$894K 0.03% 226
2020
Q4 		$294K Buy
+2,325
New +$276K 0.01% 442
2020
Q2 		– Sell
-3,821
Closed -$321K – 338
2020
Q1 		$321K Buy
+3,821
New +$405K 0.01% 367
2019
Q1 		– Sell
-102
Closed -$7K – 243
2018
Q4 		$7K Buy
+102
New +$8.33K ﹤0.01% 582

Other funds holding DOV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s DOV Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Dover (DOV) stake by 25% in Q1 2026, selling an estimated $494K and leaving 7,019 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #338.

Wealthspire Advisors (New York) first reported a position in DOV in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.87M in Q4 2021. 1,128 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

  • Wealthspire Advisors (New York) held 7,019 shares of Dover worth $1.46M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 2,311 Dover shares in Q1 2026, an estimated $494K.
  • Dover made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #338 holding.
  • Wealthspire Advisors (New York) first reported a position in Dover in Q4 2018 and has held it in 23 quarters since.
  • Wealthspire Advisors (New York)'s Dover position peaked at $1.87M in Q4 2021.
  • 1,128 funds tracked by Wall St. Rank held Dover as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.