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Ulland Investment Advisors’s Dole DOLE Stock Holding History

Ulland Investment Advisors’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
Q3 		$0 Hold
30
– – ﹤0.01% 233
2026
Q2 		$0 Hold
30
– – ﹤0.01% 229
2026
Q1 		$0 Hold
30
– – ﹤0.01% 214
2025
Q4 		$0 Hold
30
– – ﹤0.01% 219
2025
Q3 		$0 Buy
+30
New +$421 ﹤0.01% 229

Other funds holding DOLE

SCM
Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Ulland Investment Advisors's DOLE Position: Q3 2026 in Review

Ulland Investment Advisors held its Dole (DOLE) position steady in Q3 2026 at 30 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Ulland Investment Advisors first reported a position in DOLE in Q3 2025 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold DOLE as of Q3 2026.

  • Ulland Investment Advisors held 30 shares of Dole worth $0 as of Q3 2026.
  • Ulland Investment Advisors left its Dole share count unchanged in Q3 2026.
  • Dole made up ﹤0.01% of Ulland Investment Advisors's portfolio in Q3 2026, its #233 holding.
  • Ulland Investment Advisors first reported a position in Dole in Q3 2025 and has held it in 5 quarters since.
  • 11 funds tracked by Wall St. Rank held Dole as of Q3 2026.

Based on Ulland Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.