LPL Financial
DOLE icon

LPL Financial’s Dole DOLE Stock Holding History

LPL Financial’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 		$198K Buy
14,446
+587
+4% +$8.54K ﹤0.01% 5759
2026
Q1 		$198K Buy
13,859
+2,137
+18% +$32.4K ﹤0.01% 5500
2025
Q4 		$176K Buy
+11,722
New +$163K ﹤0.01% 5479
2025
Q3 		– Sell
-12,550
Closed -$176K – 5854
2025
Q2 		$176K Buy
+12,550
New +$178K ﹤0.01% 5134
2025
Q1 		– Sell
-95,987
Closed -$1.3M – 5401
2024
Q4 		$1.3M Buy
95,987
+79,487
+482% +$1.22M ﹤0.01% 3264
2024
Q3 		$269K Buy
+16,500
New +$247K ﹤0.01% 4521
2023
Q4 		– Sell
-13,872
Closed -$161K – 4821
2023
Q3 		$161K Buy
13,872
+382
+3% +$4.77K ﹤0.01% 4307
2023
Q2 		$182K Buy
+13,490
New +$173K ﹤0.01% 4181

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

LPL Financial's DOLE Position: Q2 2026 in Review

LPL Financial increased its Dole (DOLE) stake by 4.2% in Q2 2026, buying an estimated $8.54K and bringing the position to 14,446 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #5759.

LPL Financial first reported a position in DOLE in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.3M in Q4 2024. 211 funds tracked by Wall St. Rank hold DOLE as of Q2 2026.

  • LPL Financial held 14,446 shares of Dole worth $198K as of Q2 2026.
  • LPL Financial bought 587 Dole shares in Q2 2026, an estimated $8.54K.
  • Dole made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5759 holding.
  • LPL Financial first reported a position in Dole in Q2 2023 and has held it in 8 quarters since.
  • LPL Financial's Dole position peaked at $1.3M in Q4 2024.
  • 211 funds tracked by Wall St. Rank held Dole as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.