Carson Wealth (CWM LLC)
DOLE icon

Carson Wealth (CWM LLC)’s Dole DOLE Stock Holding History

Carson Wealth (CWM 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
Q1 		$215K Buy
15,072
+3,116
+26% +$47.2K ﹤0.01% 2678
2025
Q4 		$179K Buy
11,956
+1,855
+18% +$25.8K ﹤0.01% 2657
2025
Q3 		$136K Buy
10,101
+3,867
+62% +$54.2K ﹤0.01% 2739
2025
Q2 		$87K Buy
6,234
+1,765
+39% +$25K ﹤0.01% 2840
2025
Q1 		$65K Sell
4,469
-581
-12% -$8.02K ﹤0.01% 2750
2024
Q4 		$68K Buy
5,050
+883
+21% +$13.6K ﹤0.01% 2560
2024
Q3 		$68K Buy
4,167
+1,221
+41% +$18.2K ﹤0.01% 2458
2024
Q2 		$36K Buy
2,946
+2,893
+5,458% +$35.2K ﹤0.01% 2697
2024
Q1 		$1K Buy
+53
New +$615 ﹤0.01% 4115
2023
Q4 		– Sell
-50
Closed -$1K – 4215
2023
Q3 		$1K Buy
+50
New +$625 ﹤0.01% 3960

Other funds holding DOLE

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DOLE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Dole (DOLE) stake by 26% in Q1 2026, buying an estimated $47.2K and bringing the position to 15,072 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #2678.

Carson Wealth (CWM LLC) first reported a position in DOLE in Q3 2023 and has held it in 10 quarters since. 216 funds tracked by Wall St. Rank hold DOLE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 15,072 shares of Dole worth $215K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,116 Dole shares in Q1 2026, an estimated $47.2K.
  • Dole made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2678 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dole in Q3 2023 and has held it in 10 quarters since.
  • 216 funds tracked by Wall St. Rank held Dole as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.