PAW
DOLE icon

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
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

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

Plan A Wealth's DOLE Position: Q2 2026 in Review

Plan A Wealth increased its Dole (DOLE) stake by 28% in Q2 2026, buying an estimated $128K and bringing the position to 39,618 shares worth $544K. The position accounts for 0.23% of the portfolio, ranked #73.

Plan A Wealth first reported a position in DOLE in Q2 2025 and has held it in 5 quarters since. 211 funds tracked by Wall St. Rank hold DOLE as of Q2 2026.

  • Plan A Wealth held 39,618 shares of Dole worth $544K as of Q2 2026.
  • Plan A Wealth bought 8,764 Dole shares in Q2 2026, an estimated $128K.
  • Dole made up 0.23% of Plan A Wealth's portfolio in Q2 2026, its #73 holding.
  • Plan A Wealth first reported a position in Dole in Q2 2025 and has held it in 5 quarters since.
  • 211 funds tracked by Wall St. Rank held Dole as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.