Root Financial Partners’s Dole DOLE Stock Holding History

Root Financial Partners’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	–	Sell	-158	Closed	-$2.26K	–	1146
2026 Q1	$2.26K	Buy	+158	New	+$2.39K	﹤0.01%	2268

Other funds holding DOLE

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Panview Capital Hong Kong $568M AUM 92.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Root Financial Partners's DOLE Position: Q2 2026 in Review

Root Financial Partners sold out of Dole (DOLE) in Q2 2026, closing a stake of 158 shares — an estimated $2.26K sold.

Root Financial Partners first reported a position in DOLE in Q1 2026 and held it in 1 quarter. The position peaked at $2.26K in Q1 2026. 211 funds tracked by Wall St. Rank hold DOLE as of Q2 2026.

Root Financial Partners reported no remaining Dole position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 158 Dole shares in Q2 2026, an estimated $2.26K.
Root Financial Partners first reported a position in Dole in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Dole position peaked at $2.26K in Q1 2026.
211 funds tracked by Wall St. Rank held Dole as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.