Aaron Wealth Advisors’s Dollar Tree DLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$451K Buy
+3,728
New +$388K 0.02% 450
2025
Q3
Sell
-2,372
Closed -$235K 643
2025
Q2
$235K Buy
+2,372
New +$205K 0.02% 425
2023
Q3
Sell
-10,729
Closed -$1.54M 264
2023
Q2
$1.54M Sell
10,729
-138
-1% -$20.3K 0.2% 74
2023
Q1
$1.56M Sell
10,867
-178
-2% -$25.8K 0.21% 74
2022
Q4
$1.56M Buy
11,045
+3,822
+53% +$569K 0.23% 71
2022
Q3
$983K Buy
+7,223
New +$1.12M 0.18% 81
2022
Q2
Sell
-138
Closed -$22.1K 366
2022
Q1
$22.1K Buy
+138
New +$19.5K 0.01% 631

Other funds holding DLTR

Aaron Wealth Advisors's DLTR Position: Q2 2026 in Review

Aaron Wealth Advisors opened a new position in Dollar Tree (DLTR) in Q2 2026: 3,728 shares worth $451K. The stake represents 0.02% of the portfolio and ranks #450 among its holdings. This is a return to the name: Aaron Wealth Advisors previously reported a position in DLTR as recently as Q2 2025.

Aaron Wealth Advisors first reported a position in DLTR in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.56M in Q4 2022. 865 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Aaron Wealth Advisors held 3,728 shares of Dollar Tree worth $451K as of Q2 2026.
  • Dollar Tree was a new Aaron Wealth Advisors position in Q2 2026.
  • Dollar Tree made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #450 holding.
  • Aaron Wealth Advisors first reported a position in Dollar Tree in Q1 2022 and has held it in 7 quarters since.
  • Aaron Wealth Advisors's Dollar Tree position peaked at $1.56M in Q4 2022.
  • 865 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.