MCDANIEL TERRY & CO DOV — D Dover Corp. COM

Ownership history in MCDANIEL TERRY & CO  ·  107 quarters on record

AI Ownership Summary

MCDANIEL TERRY & CO reported D Dover Corp. COM (DOV) in 107 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.81% in 2026 Q1. The latest visible filing shows DOV at 3.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DOV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MCDANIEL TERRY & CO's position in D Dover Corp. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DOV was reported at 3.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.81% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DOV stock page MCDANIEL TERRY & CO fund profile MCDANIEL TERRY & CO full holdings
How MCDANIEL TERRY & CO held DOV — position size vs. price
% of Fund (quarterly)    DOV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 215,174 +7,288 +3.5% 3.81% $44.9M 2026-05-05 $223.47
2025 Q4 REDUCED 5.5% +7.0% ❌ 207,886 -12,178 -5.5% 3.53% $40.6M 2026-02-10 $228.95
2025 Q3 ADDED — — — 220,064 +221 +0.1% 2.96% $36.7M 2025-10-22 $166.76
2025 Q2 REDUCED — — — 219,843 -514 -0.2% 3.30% $40.3M 2025-07-31 $179.70
2025 Q1 REDUCED — — — 220,357 -1,379 -0.6% 3.39% $38.7M 2025-04-24 $167.89
2024 Q4 ADDED — — — 221,736 +12,088 +5.8% 3.41% $41.6M 2025-02-03 $199.58
2024 Q3 ADDED — — — 209,648 +1,010 +0.5% 3.37% $40.2M 2024-10-23 $188.65
2024 Q2 ADDED — — — 208,638 +1,897 +0.9% 3.29% $37.6M 2024-08-05 $169.53
2024 Q1 REDUCED — — — 206,741 -2,512 -1.2% 3.26% $36.6M 2024-04-29 $176.20
2023 Q4 ADDED — — — 209,253 +949 +0.5% 3.08% $32.2M 2024-01-24 $144.40
97 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DOV

As of 2026 Q1 — sorted by position size

HFR Wealth Management, LLC 3Y 3.22% THOMPSON DAVIS & CO., INC. 3Y 7Y 2.91% Two Point Capital Management, Inc. 3Y 2.6% Brendel Financial Advisors LLC 3Y 7Y 2.52% PARTHENON LLC 3Y 7Y 2.5% NORTH POINT PORTFOLIO MANAGERS CORP/OH 3Y 7Y 2.4% Asset Advisors Investment Management, LLC 3Y 7Y 1.94% TRITONPOINT WEALTH, LLC 1.47% MeadowBrook Investment Advisors LLC 1.38% Williams Jones Wealth Management, LLC. 3Y 1.35%

FAQ About MCDANIEL TERRY & CO and DOV

These are the practical questions this page is built to answer before you even open the full history table.

How long has MCDANIEL TERRY & CO reported owning DOV?

MCDANIEL TERRY & CO reported DOV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DOV position in MCDANIEL TERRY & CO's portfolio?

The largest reported portfolio weight for DOV was 3.81% in 2026 Q1.

What is the latest reported DOV position on this page?

The most recent filing on this page is 2026 Q1, when MCDANIEL TERRY & CO reported 215,174 shares, equal to 3.81% of portfolio, with an estimated market value of $44.9M.

What does the chart on this DOV ownership page compare?

The chart compares MCDANIEL TERRY & CO's quarterly DOV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MCDANIEL TERRY & CO time their DOV position?

Based on 13F filing dates vs. subsequent DOV price moves, MCDANIEL TERRY & CO correctly timed 59 out of 106 reported position changes (56%). The annualised alpha on DOV relative to SPY over the holding period was +1.2%.

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