Physician Wealth Advisors’s Dole DOLE Stock Holding History

Physician Wealth Advisors’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	$796	Hold	58	–	–	﹤0.01%	1916
2026 Q1	$829	Hold	58	–	–	﹤0.01%	1774
2025 Q4	$870	Buy	+58	New	+$808	﹤0.01%	1683
2025 Q3	–	Sell	-68	Closed	-$952	–	1946
2025 Q2	$952	Buy	+68	New	+$963	﹤0.01%	1463

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

Physician Wealth Advisors's DOLE Position: Q2 2026 in Review

Physician Wealth Advisors held its Dole (DOLE) position steady in Q2 2026 at 58 shares worth $796. The position accounts for ﹤0.01% of the portfolio, ranked #1916.

Physician Wealth Advisors first reported a position in DOLE in Q2 2025 and has held it in 4 quarters since. The position peaked at $952 in Q2 2025. 48 funds tracked by Wall St. Rank hold DOLE as of Q2 2026.

Physician Wealth Advisors held 58 shares of Dole worth $796 as of Q2 2026.
Physician Wealth Advisors left its Dole share count unchanged in Q2 2026.
Dole made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1916 holding.
Physician Wealth Advisors first reported a position in Dole in Q2 2025 and has held it in 4 quarters since.
Physician Wealth Advisors's Dole position peaked at $952 in Q2 2025.
48 funds tracked by Wall St. Rank held Dole as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.