Envestnet Asset Management’s Dole DOLE Stock Holding History

Envestnet Asset 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
2026 Q2	$1.6M	Sell	116,391 -25,877	-18%	-$377K	﹤0.01%	3312
2026 Q1	$2.03M	Buy	142,268 +75,498	+113%	+$1.14M	﹤0.01%	2999
2025 Q4	$1M	Sell	66,770 -21,540	-24%	-$300K	﹤0.01%	3265
2025 Q3	$1.19M	Sell	88,310 -1,251	-1%	-$17.5K	﹤0.01%	3231
2025 Q2	$1.25M	Buy	89,561 +8,418	+10%	+$119K	﹤0.01%	3139
2025 Q1	$1.17M	Buy	81,143 +7,959	+11%	+$110K	﹤0.01%	3097
2024 Q4	$991K	Sell	73,184 -8,203	-10%	-$126K	﹤0.01%	3181
2024 Q3	$1.33M	Buy	+81,387	New	+$1.22M	﹤0.01%	2931
2022 Q3	–	Sell	-14,879	Closed	-$126K	–	3932
2022 Q2	$126K	Buy	+14,879	New	+$163K	﹤0.01%	3731

Other funds holding DOLE

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

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

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management's DOLE Position: Q2 2026 in Review

Envestnet Asset Management reduced its Dole (DOLE) stake by 18% in Q2 2026, selling an estimated $377K and leaving 116,391 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3312.

Envestnet Asset Management first reported a position in DOLE in Q2 2022 and has held it in 9 quarters since. The position peaked at $2.03M in Q1 2026. 61 funds tracked by Wall St. Rank hold DOLE as of Q2 2026.

Envestnet Asset Management held 116,391 shares of Dole worth $1.6M as of Q2 2026.
Envestnet Asset Management sold 25,877 Dole shares in Q2 2026, an estimated $377K.
Dole made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3312 holding.
Envestnet Asset Management first reported a position in Dole in Q2 2022 and has held it in 9 quarters since.
Envestnet Asset Management's Dole position peaked at $2.03M in Q1 2026.
61 funds tracked by Wall St. Rank held Dole as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.