Position in DOV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,811,927
+$223,526 QoQ
Shares Held
21,455
-2.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#272
of 1,161 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in DOV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $141,288,819 across 25 Specialty Industrial Machinery names. DOV ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
96,877 | $47,961,865 | |
| 2 | GEV |
GE Vernova Inc.
|
14,743 | $17,320,960 | |
| 3 | ETN |
Eaton Corp plc
|
35,448 | $15,105,101 | |
| 4 | AME |
Ametek Inc/
|
60,673 | $14,679,225 | |
| 5 | CMI |
Cummins Inc
|
17,817 | $12,707,262 | |
| 6 | PH |
Parker-Hannifin Corp
|
11,562 | $11,309,023 | |
| 7 | EMR |
Emerson Electric Co
|
41,031 | $5,873,587 | |
| 8 | DOV |
DOVER Corp
This page
|
21,455 | $4,811,927 |
All Filings in DOV
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,811,927 | 21,455 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,588,401 | 22,012 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,552,411 | 23,317 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $5,116,331 | 27,923 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,909,728 | 27,947 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,901,425 | 26,127 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,936,154 | 25,744 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $3,694,172 | 20,472 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $3,664,820 | 20,683 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,161,718 | 20,556 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $3,012,718 | 21,595 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $2,393,997 | 16,214 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,632,650 | 30,490 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $3,177,124 | 23,463 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $2,956,002 | 25,356 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $3,145,827 | 25,930 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,023,543 | 25,644 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $4,748,113 | 26,146 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $4,152,161 | 26,702 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $4,195,866 | 27,861 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $3,931,654 | 28,671 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||