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 Q3	$280	Sell	22 -36	-62%	-$492	﹤0.01%	2388
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Physician Wealth Advisors's DOLE Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Dole (DOLE) stake by 62% in Q3 2026, selling an estimated $492 and leaving 22 shares worth $280. The position accounts for ﹤0.01% of the portfolio, ranked #2388.

Physician Wealth Advisors first reported a position in DOLE in Q2 2025 and has held it in 5 quarters since. The position peaked at $952 in Q2 2025. 100 funds tracked by Wall St. Rank hold DOLE as of Q3 2026.

Physician Wealth Advisors held 22 shares of Dole worth $280 as of Q3 2026.
Physician Wealth Advisors sold 36 Dole shares in Q3 2026, an estimated $492.
Dole made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2388 holding.
Physician Wealth Advisors first reported a position in Dole in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Dole position peaked at $952 in Q2 2025.
100 funds tracked by Wall St. Rank held Dole as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.