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Steward Partners Investment Advisory’s Dole DOLE Stock Holding History

Steward Partners Investment Advisory’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
-29
Closed -$414 – 4721
2026
Q1 		$414 Buy
+29
New +$439 ﹤0.01% 4275

Other funds holding DOLE

PFCS
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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

Steward Partners Investment Advisory's DOLE Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Dole (DOLE) in Q2 2026, closing a stake of 29 shares — an estimated $414 sold.

Steward Partners Investment Advisory first reported a position in DOLE in Q1 2026 and held it in 1 quarter. The position peaked at $414 in Q1 2026. 211 funds tracked by Wall St. Rank hold DOLE as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining Dole position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 29 Dole shares in Q2 2026, an estimated $414.
  • Steward Partners Investment Advisory first reported a position in Dole in Q1 2026 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Dole position peaked at $414 in Q1 2026.
  • 211 funds tracked by Wall St. Rank held Dole as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.