Superior Planning, LLC’s Dollar Tree DLTR Stock Holding History

Superior Planning, LLC’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 Q3	$75.3K	Buy	+660	New	+$82.1K	0.03%	279

Other funds holding DLTR

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Superior Planning, LLC's DLTR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Dollar Tree (DLTR) in Q3 2026: 660 shares worth $75.3K. The stake represents 0.03% of the portfolio and ranks #279 among its holdings.

610 funds tracked by Wall St. Rank hold DLTR as of Q3 2026.

Superior Planning, LLC held 660 shares of Dollar Tree worth $75.3K as of Q3 2026.
Dollar Tree was a new Superior Planning, LLC position in Q3 2026.
Dollar Tree made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #279 holding.
610 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.