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EverSource Wealth Advisors’s Dole DOLE Stock Holding History

EverSource Wealth 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 		$2.96K Sell
216
-3,294
-94% -$47.9K ﹤0.01% 3539
2026
Q1 		$50.2K Sell
3,510
-893
-20% -$13.5K ﹤0.01% 1880
2025
Q4 		$66K Buy
+4,403
New +$61.3K ﹤0.01% 1559

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
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
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
PC
Panview Capital Hong Kong $568M AUM 92.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EverSource Wealth Advisors's DOLE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Dole (DOLE) stake by 94% in Q2 2026, selling an estimated $47.9K and leaving 216 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #3539.

EverSource Wealth Advisors first reported a position in DOLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $66K in Q4 2025. 211 funds tracked by Wall St. Rank hold DOLE as of Q2 2026.

  • EverSource Wealth Advisors held 216 shares of Dole worth $2.96K as of Q2 2026.
  • EverSource Wealth Advisors sold 3,294 Dole shares in Q2 2026, an estimated $47.9K.
  • Dole made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3539 holding.
  • EverSource Wealth Advisors first reported a position in Dole in Q4 2025 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's Dole position peaked at $66K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held Dole as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.