Rothwell Investment Advisors, LLC’s Dole DOLE Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio DOLE Stock Details DOLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.54K	Buy	+200	New	+$2.73K	﹤0.01%	1008

Other funds holding DOLE

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return

Knights of Columbus Asset Advisors New Haven, Connecticut $2.01B AUM 34.13% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Rothwell Investment Advisors, LLC's DOLE Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Dole (DOLE) in Q3 2026: 200 shares worth $2.54K. The stake represents ﹤0.01% of the portfolio and ranks #1008 among its holdings.

76 funds tracked by Wall St. Rank hold DOLE as of Q3 2026.

Rothwell Investment Advisors, LLC held 200 shares of Dole worth $2.54K as of Q3 2026.
Dole was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Dole made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1008 holding.
76 funds tracked by Wall St. Rank held Dole as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.