OF
DOLE icon

Optimize Financial’s Dole DOLE Stock Holding History

Optimize 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
Q1 		$595K Buy
+41,624
New +$631K 0.29% 70
2025
Q3 		– Sell
-32,405
Closed -$453K – 363
2025
Q2 		$453K Sell
32,405
-232
-0.7% -$3.29K 0.28% 95
2025
Q1 		$472K Buy
32,637
+2,775
+9% +$38.3K 0.18% 93
2024
Q4 		$404K Buy
+29,862
New +$458K 0.3% 94

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

Optimize Financial's DOLE Position: Q1 2026 in Review

Optimize Financial opened a new position in Dole (DOLE) in Q1 2026: 41,624 shares worth $595K. The stake represents 0.29% of the portfolio and ranks #70 among its holdings. This is a return to the name: Optimize Financial previously reported a position in DOLE as recently as Q2 2025.

Optimize Financial first reported a position in DOLE in Q4 2024 and has held it in 4 quarters since. 216 funds tracked by Wall St. Rank hold DOLE as of Q1 2026.

  • Optimize Financial held 41,624 shares of Dole worth $595K as of Q1 2026.
  • Dole was a new Optimize Financial position in Q1 2026.
  • Dole made up 0.29% of Optimize Financial's portfolio in Q1 2026, its #70 holding.
  • Optimize Financial first reported a position in Dole in Q4 2024 and has held it in 4 quarters since.
  • 216 funds tracked by Wall St. Rank held Dole as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.