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
Q2 		$569K Sell
41,480
-144
-0.3% -$2.1K 0.2% 108
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
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

Optimize Financial's DOLE Position: Q2 2026 in Review

Optimize Financial reduced its Dole (DOLE) stake by 0.35% in Q2 2026, selling an estimated $2.1K and leaving 41,480 shares worth $569K. The position accounts for 0.2% of the portfolio, ranked #108.

Optimize Financial first reported a position in DOLE in Q4 2024 and has held it in 5 quarters since. The position peaked at $595K in Q1 2026. 211 funds tracked by Wall St. Rank hold DOLE as of Q2 2026.

  • Optimize Financial held 41,480 shares of Dole worth $569K as of Q2 2026.
  • Optimize Financial sold 144 Dole shares in Q2 2026, an estimated $2.1K.
  • Dole made up 0.2% of Optimize Financial's portfolio in Q2 2026, its #108 holding.
  • Optimize Financial first reported a position in Dole in Q4 2024 and has held it in 5 quarters since.
  • Optimize Financial's Dole position peaked at $595K in Q1 2026.
  • 211 funds tracked by Wall St. Rank held Dole as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.