MassMutual Private Wealth & Trust’s Dole DOLE Stock Holding History

MassMutual Private Wealth & Trust’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 Q3	$2.71K	Sell	213 -115	-35%	-$1.57K	﹤0.01%	1841
2026 Q2	$4.5K	Buy	328 +22	+7%	+$320	﹤0.01%	1723
2026 Q1	$4.37K	Hold	306	–	–	﹤0.01%	1736
2025 Q4	$4.59K	Sell	306 -16	-5%	-$223	﹤0.01%	1710
2025 Q3	$4.33K	Hold	322	–	–	﹤0.01%	1732
2025 Q2	$4.5K	Sell	322 -298	-48%	-$4.22K	﹤0.01%	1679
2025 Q1	$8.96K	Buy	620 +407	+191%	+$5.62K	﹤0.01%	1345
2024 Q4	$2.88K	Buy	+213	New	+$3.27K	﹤0.01%	1722
2024 Q1	–	Sell	-60	Closed	-$737	–	2070
2023 Q4	$737	Buy	+60	New	+$693	﹤0.01%	1738

Other funds holding DOLE

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

MassMutual Private Wealth & Trust's DOLE Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Dole (DOLE) stake by 35% in Q3 2026, selling an estimated $1.57K and leaving 213 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1841.

MassMutual Private Wealth & Trust first reported a position in DOLE in Q4 2023 and has held it in 9 quarters since. The position peaked at $8.96K in Q1 2025. 100 funds tracked by Wall St. Rank hold DOLE as of Q3 2026.

MassMutual Private Wealth & Trust held 213 shares of Dole worth $2.71K as of Q3 2026.
MassMutual Private Wealth & Trust sold 115 Dole shares in Q3 2026, an estimated $1.57K.
Dole made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1841 holding.
MassMutual Private Wealth & Trust first reported a position in Dole in Q4 2023 and has held it in 9 quarters since.
MassMutual Private Wealth & Trust's Dole position peaked at $8.96K in Q1 2025.
100 funds tracked by Wall St. Rank held Dole as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.