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Rothschild Investment LLC’s Dole DOLE Stock Holding History

Rothschild Investment LLC’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 		$988 Sell
72
-2
-3% -$29 ﹤0.01% 3049
2026
Q1 		$1.06K Buy
74
+27
+57% +$409 ﹤0.01% 2847
2025
Q4 		$705 Buy
+47
New +$655 ﹤0.01% 2806

Other funds holding DOLE

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return
WW
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

Rothschild Investment LLC's DOLE Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Dole (DOLE) stake by 2.7% in Q2 2026, selling an estimated $29 and leaving 72 shares worth $988. The position accounts for ﹤0.01% of the portfolio, ranked #3049.

Rothschild Investment LLC first reported a position in DOLE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.06K in Q1 2026. 73 funds tracked by Wall St. Rank hold DOLE as of Q2 2026.

  • Rothschild Investment LLC held 72 shares of Dole worth $988 as of Q2 2026.
  • Rothschild Investment LLC sold 2 Dole shares in Q2 2026, an estimated $29.
  • Dole made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3049 holding.
  • Rothschild Investment LLC first reported a position in Dole in Q4 2025 and has held it in 3 quarters since.
  • Rothschild Investment LLC's Dole position peaked at $1.06K in Q1 2026.
  • 73 funds tracked by Wall St. Rank held Dole as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.