Action Point Financial Planning’s Dollar Tree DLTR Stock Holding History

Action Point Financial Planning’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	$12.9K	Buy	+112	New	+$11.6K	﹤0.01%	1338

Other funds holding DLTR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Action Point Financial Planning's DLTR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Dollar Tree (DLTR) in Q2 2026: 112 shares worth $12.9K. The stake represents ﹤0.01% of the portfolio and ranks #1338 among its holdings.

858 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

Action Point Financial Planning held 112 shares of Dollar Tree worth $12.9K as of Q2 2026.
Dollar Tree was a new Action Point Financial Planning position in Q2 2026.
Dollar Tree made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1338 holding.
858 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.