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1620 Investment Advisors’s Dollar Tree DLTR Stock Holding History

1620 Investment Advisors’s Portfolio DLTR Stock Details DLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.38K Hold
61
– – ﹤0.01% 523
2026
Q1 		$6.68K Hold
61
– – ﹤0.01% 507
2025
Q4 		$7.5K Hold
61
– – 0.01% 490
2025
Q3 		$5.76K Hold
61
– – ﹤0.01% 505
2025
Q2 		$6.04K Hold
61
– – ﹤0.01% 512
2025
Q1 		$4.58K Hold
61
– – ﹤0.01% 522
2024
Q4 		$4.57K Buy
+61
New +$4.19K ﹤0.01% 533

Other funds holding DLTR

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

1620 Investment Advisors's DLTR Position: Q2 2026 in Review

1620 Investment Advisors held its Dollar Tree (DLTR) position steady in Q2 2026 at 61 shares worth $7.38K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

1620 Investment Advisors first reported a position in DLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.5K in Q4 2025. 203 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • 1620 Investment Advisors held 61 shares of Dollar Tree worth $7.38K as of Q2 2026.
  • 1620 Investment Advisors left its Dollar Tree share count unchanged in Q2 2026.
  • Dollar Tree made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #523 holding.
  • 1620 Investment Advisors first reported a position in Dollar Tree in Q4 2024 and has held it in 7 quarters since.
  • 1620 Investment Advisors's Dollar Tree position peaked at $7.5K in Q4 2025.
  • 203 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.