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 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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

CIA

Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

MassMutual Private Wealth & Trust's DOLE Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Dole (DOLE) stake by 7.2% in Q2 2026, buying an estimated $320 and bringing the position to 328 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1723.

MassMutual Private Wealth & Trust first reported a position in DOLE in Q4 2023 and has held it in 8 quarters since. The position peaked at $8.96K in Q1 2025. 48 funds tracked by Wall St. Rank hold DOLE as of Q2 2026.

MassMutual Private Wealth & Trust held 328 shares of Dole worth $4.5K as of Q2 2026.
MassMutual Private Wealth & Trust bought 22 Dole shares in Q2 2026, an estimated $320.
Dole made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1723 holding.
MassMutual Private Wealth & Trust first reported a position in Dole in Q4 2023 and has held it in 8 quarters since.
MassMutual Private Wealth & Trust's Dole position peaked at $8.96K in Q1 2025.
48 funds tracked by Wall St. Rank held Dole as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.