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True Wealth Design’s Dole DOLE Stock Holding History

True Wealth Design’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 		$1.15K Hold
84
– – ﹤0.01% 1927
2026
Q1 		$1.2K Hold
84
– – ﹤0.01% 1735
2025
Q4 		$1.26K Sell
84
-14
-14% -$195 ﹤0.01% 1624
2025
Q3 		$1.32K Buy
+98
New +$1.37K ﹤0.01% 1653

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

True Wealth Design's DOLE Position: Q2 2026 in Review

True Wealth Design held its Dole (DOLE) position steady in Q2 2026 at 84 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1927.

True Wealth Design first reported a position in DOLE in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.32K in Q3 2025. 211 funds tracked by Wall St. Rank hold DOLE as of Q2 2026.

  • True Wealth Design held 84 shares of Dole worth $1.15K as of Q2 2026.
  • True Wealth Design left its Dole share count unchanged in Q2 2026.
  • Dole made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1927 holding.
  • True Wealth Design first reported a position in Dole in Q3 2025 and has held it in 4 quarters since.
  • True Wealth Design's Dole position peaked at $1.32K in Q3 2025.
  • 211 funds tracked by Wall St. Rank held Dole as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.