Aaron Wealth Advisors’s Dollar Tree DLTR Stock Holding History

Aaron Wealth 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 Q3	$525K	Buy	4,602 +874	+23%	+$109K	0.03%	428
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Aaron Wealth Advisors's DLTR Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Dollar Tree (DLTR) stake by 23% in Q3 2026, buying an estimated $109K and bringing the position to 4,602 shares worth $525K. The position accounts for 0.03% of the portfolio, ranked #428.

Aaron Wealth Advisors first reported a position in DLTR in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.56M in Q4 2022. 538 funds tracked by Wall St. Rank hold DLTR as of Q3 2026.

Aaron Wealth Advisors held 4,602 shares of Dollar Tree worth $525K as of Q3 2026.
Aaron Wealth Advisors bought 874 Dollar Tree shares in Q3 2026, an estimated $109K.
Dollar Tree made up 0.03% of Aaron Wealth Advisors's portfolio in Q3 2026, its #428 holding.
Aaron Wealth Advisors first reported a position in Dollar Tree in Q1 2022 and has held it in 8 quarters since.
Aaron Wealth Advisors's Dollar Tree position peaked at $1.56M in Q4 2022.
538 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.