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Wealth Preservation Advisors’s Dole DOLE Stock Holding History

Wealth Preservation 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
Q1 		– Sell
-201
Closed -$3.01K – 1070
2025
Q4 		$3.01K Buy
+201
New +$2.8K ﹤0.01% 460

Other funds holding DOLE

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Wealth Preservation Advisors's DOLE Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Dole (DOLE) in Q1 2026, closing a stake of 201 shares — an estimated $3.01K sold.

Wealth Preservation Advisors first reported a position in DOLE in Q4 2025 and held it in 1 quarter. The position peaked at $3.01K in Q4 2025. 216 funds tracked by Wall St. Rank hold DOLE as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Dole position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 201 Dole shares in Q1 2026, an estimated $3.01K.
  • Wealth Preservation Advisors first reported a position in Dole in Q4 2025 and held it in 1 quarter.
  • Wealth Preservation Advisors's Dole position peaked at $3.01K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Dole as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.