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CBIZ Investment Advisory Services’s Dole DOLE Stock Holding History

CBIZ Investment Advisory Services’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 		$376 Hold
26
– – ﹤0.01% 400
2025
Q4 		$394 Buy
+26
New +$362 ﹤0.01% 750
2024
Q3 		– Sell
-26
Closed -$322 – 409
2024
Q2 		$322 Hold
26
– – ﹤0.01% 390
2024
Q1 		$314 Buy
+26
New +$301 ﹤0.01% 349

Other funds holding DOLE

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

CBIZ Investment Advisory Services's DOLE Position: Q1 2026 in Review

CBIZ Investment Advisory Services held its Dole (DOLE) position steady in Q1 2026 at 26 shares worth $376. The position accounts for ﹤0.01% of the portfolio, ranked #400.

CBIZ Investment Advisory Services first reported a position in DOLE in Q1 2024 and has held it in 4 quarters since. The position peaked at $394 in Q4 2025. 216 funds tracked by Wall St. Rank hold DOLE as of Q1 2026.

  • CBIZ Investment Advisory Services held 26 shares of Dole worth $376 as of Q1 2026.
  • CBIZ Investment Advisory Services left its Dole share count unchanged in Q1 2026.
  • Dole made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #400 holding.
  • CBIZ Investment Advisory Services first reported a position in Dole in Q1 2024 and has held it in 4 quarters since.
  • CBIZ Investment Advisory Services's Dole position peaked at $394 in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Dole as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.