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Phillips Wealth Planners’s Dole DOLE Stock Holding History

Phillips Wealth Planners’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 		$184K Sell
12,978
-22
-0.2% -$320 0.14% 217
2026
Q1 		$198K Buy
13,000
+2,429
+23% +$36.8K 0.15% 210
2025
Q4 		$160K Buy
+10,571
New +$147K 0.13% 188

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

Phillips Wealth Planners's DOLE Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Dole (DOLE) stake by 0.17% in Q2 2026, selling an estimated $320 and leaving 12,978 shares worth $184K. The position accounts for 0.14% of the portfolio, ranked #217.

Phillips Wealth Planners first reported a position in DOLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $198K in Q1 2026. 212 funds tracked by Wall St. Rank hold DOLE as of Q2 2026.

  • Phillips Wealth Planners held 12,978 shares of Dole worth $184K as of Q2 2026.
  • Phillips Wealth Planners sold 22 Dole shares in Q2 2026, an estimated $320.
  • Dole made up 0.14% of Phillips Wealth Planners's portfolio in Q2 2026, its #217 holding.
  • Phillips Wealth Planners first reported a position in Dole in Q4 2025 and has held it in 3 quarters since.
  • Phillips Wealth Planners's Dole position peaked at $198K in Q1 2026.
  • 212 funds tracked by Wall St. Rank held Dole as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.