Position in DOV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,242,286
-$15,918 QoQ
Shares Held
5,539
-8.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#462
of 1,161 holders
Holding Since
Jun 2022
12 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in DOV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026NewEdge Wealth, LLC holds $68,537,069 across 19 Specialty Industrial Machinery names. DOV ranks #12 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
11,576 | $13,600,179 | |
| 2 | PH |
Parker-Hannifin Corp
|
12,056 | $11,792,214 | |
| 3 | ETN |
Eaton Corp plc
|
23,340 | $9,945,640 | |
| 4 | CMI |
Cummins Inc
|
10,517 | $7,500,829 | |
| 5 | WTS |
Watts Water Technologies Inc
|
12,986 | $5,083,369 | |
| 6 | NDSN |
Nordson Corp
|
14,539 | $4,386,270 | |
| 7 | EMR |
Emerson Electric Co
|
24,469 | $3,502,737 | |
| 8 | KAI |
Kadant Inc
|
7,411 | $2,328,758 |
All Filings in DOV
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,242,286 | 5,539 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,258,204 | 6,036 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $639,215 | 3,274 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $430,087 | 2,578 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $491,972 | 2,685 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $460,457 | 2,621 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $662,040 | 3,529 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $412,816 | 2,153 | Shares | Sole | 2024-11-12 | |
| 2023-03-31 | $2,155,420 | 14,186 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,856,741 | 13,712 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,631,303 | 13,993 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,322,630 | 10,902 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||