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Plan A Wealth’s Dole DOLE Stock Holding History

Plan A Wealth’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 		$534K Buy
41,983
+2,365
+6% +$32.3K 0.19% 78
2026
Q2 		$544K Buy
39,618
+8,764
+28% +$128K 0.23% 73
2026
Q1 		$441K Buy
30,854
+8,221
+36% +$125K 0.21% 78
2025
Q4 		$339K Buy
22,633
+4,633
+26% +$64.5K 0.17% 109
2025
Q3 		$242K Buy
18,000
+5,099
+40% +$71.5K 0.12% 134
2025
Q2 		$180K Buy
+12,901
New +$183K 0.1% 141

Other funds holding DOLE

SCM
Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Plan A Wealth's DOLE Position: Q3 2026 in Review

Plan A Wealth increased its Dole (DOLE) stake by 6% in Q3 2026, buying an estimated $32.3K and bringing the position to 41,983 shares worth $534K. The position accounts for 0.19% of the portfolio, ranked #78.

Plan A Wealth first reported a position in DOLE in Q2 2025 and has held it in 6 quarters since. The position peaked at $544K in Q2 2026. 7 funds tracked by Wall St. Rank hold DOLE as of Q3 2026.

  • Plan A Wealth held 41,983 shares of Dole worth $534K as of Q3 2026.
  • Plan A Wealth bought 2,365 Dole shares in Q3 2026, an estimated $32.3K.
  • Dole made up 0.19% of Plan A Wealth's portfolio in Q3 2026, its #78 holding.
  • Plan A Wealth first reported a position in Dole in Q2 2025 and has held it in 6 quarters since.
  • Plan A Wealth's Dole position peaked at $544K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Dole as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.