EWM
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Empirical Wealth Management’s Dole DOLE Stock Holding History

Empirical Wealth Management’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
2025
Q3 		– Sell
-36,760
Closed -$514K – 811
2025
Q2 		$514K Buy
36,760
+3,945
+12% +$55.9K 0.01% 415
2025
Q1 		$474K Buy
32,815
+3,354
+11% +$46.3K 0.01% 413
2024
Q4 		$399K Buy
29,461
+5,335
+22% +$81.9K 0.01% 438
2024
Q3 		$393K Buy
+24,126
New +$360K 0.01% 417

Other funds holding DOLE

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Empirical Wealth Management's DOLE Position: Q3 2025 in Review

Empirical Wealth Management sold out of Dole (DOLE) in Q3 2025, closing a stake of 36,760 shares — an estimated $514K sold.

Empirical Wealth Management first reported a position in DOLE in Q3 2024 and held it in 4 quarters. The position peaked at $514K in Q2 2025. 194 funds tracked by Wall St. Rank hold DOLE as of Q3 2025.

  • Empirical Wealth Management reported no remaining Dole position as of Q3 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 36,760 Dole shares in Q3 2025, an estimated $514K.
  • Empirical Wealth Management first reported a position in Dole in Q3 2024 and held it in 4 quarters.
  • Empirical Wealth Management's Dole position peaked at $514K in Q2 2025.
  • 194 funds tracked by Wall St. Rank held Dole as of Q3 2025.

Based on Empirical Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.