Rothwell Investment Advisors, LLC’s Dollar Tree DLTR Stock Holding History

Rothwell Investment Advisors, 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	$96.9K	Buy	+850	New	+$106K	0.05%	289

Other funds holding DLTR

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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Rothwell Investment Advisors, LLC's DLTR Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Dollar Tree (DLTR) in Q3 2026: 850 shares worth $96.9K. The stake represents 0.05% of the portfolio and ranks #289 among its holdings.

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

Rothwell Investment Advisors, LLC held 850 shares of Dollar Tree worth $96.9K as of Q3 2026.
Dollar Tree was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Dollar Tree made up 0.05% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #289 holding.
441 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.