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Clearstead Advisors’s Dole DOLE Stock Holding History

Clearstead Advisors’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
Q2 		$893 Buy
+65
New +$946 ﹤0.01% 2736
2026
Q1 		– Sell
-5
Closed -$75 – 2410
2025
Q4 		$75 Sell
5
-212
-98% -$2.95K ﹤0.01% 2559
2025
Q3 		$2.92K Buy
+217
New +$3.04K ﹤0.01% 2340

Other funds holding DOLE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return

Clearstead Advisors's DOLE Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Dole (DOLE) in Q2 2026: 65 shares worth $893. The stake represents ﹤0.01% of the portfolio and ranks #2736 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in DOLE as recently as Q4 2025.

Clearstead Advisors first reported a position in DOLE in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.92K in Q3 2025. 73 funds tracked by Wall St. Rank hold DOLE as of Q2 2026.

  • Clearstead Advisors held 65 shares of Dole worth $893 as of Q2 2026.
  • Dole was a new Clearstead Advisors position in Q2 2026.
  • Dole made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2736 holding.
  • Clearstead Advisors first reported a position in Dole in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Dole position peaked at $2.92K in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Dole as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.