NW
DOLE icon

NewEdge Wealth’s Dole DOLE Stock Holding History

NewEdge Wealth’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
2025
Q3 		– Sell
-18,637
Closed -$272K – 1033
2025
Q2 		$272K Buy
18,637
+2,752
+17% +$39K ﹤0.01% 859
2025
Q1 		$230K Buy
15,885
+1,955
+14% +$27K ﹤0.01% 855
2024
Q4 		$189K Buy
+13,930
New +$214K ﹤0.01% 887

Other funds holding DOLE

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

NewEdge Wealth's DOLE Position: Q3 2025 in Review

NewEdge Wealth sold out of Dole (DOLE) in Q3 2025, closing a stake of 18,637 shares — an estimated $272K sold.

NewEdge Wealth first reported a position in DOLE in Q4 2024 and held it in 3 quarters. The position peaked at $272K in Q2 2025. 194 funds tracked by Wall St. Rank hold DOLE as of Q3 2025.

  • NewEdge Wealth reported no remaining Dole position as of Q3 2025 after selling out during the quarter.
  • NewEdge Wealth sold 18,637 Dole shares in Q3 2025, an estimated $272K.
  • NewEdge Wealth first reported a position in Dole in Q4 2024 and held it in 3 quarters.
  • NewEdge Wealth's Dole position peaked at $272K in Q2 2025.
  • 194 funds tracked by Wall St. Rank held Dole as of Q3 2025.

Based on NewEdge Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.