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Arkadios Wealth Advisors’s Dollar Tree DLTR Stock Holding History

Arkadios 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
Q2 		– Sell
-4,224
Closed -$463K – 1788
2026
Q1 		$463K Buy
+4,224
New +$516K 0.01% 1147
2021
Q4 		– Sell
-101
Closed -$9K – 866
2021
Q3 		$9K Sell
101
-35
-26% -$3.37K ﹤0.01% 1464
2021
Q2 		$13K Buy
136
+61
+81% +$6.63K ﹤0.01% 1446
2021
Q1 		$8K Buy
75
+70
+1,400% +$7.52K ﹤0.01% 1243
2020
Q4 		$0 Sell
5
-57
-92% -$5.72K ﹤0.01% 1379
2020
Q3 		$5.92K Buy
62
+1
+2% +$94 ﹤0.01% 826
2020
Q2 		$5.75K Hold
61
– – ﹤0.01% 765
2020
Q1 		$4.48K Buy
+61
New +$5.19K ﹤0.01% 808

Other funds holding DLTR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Arkadios Wealth Advisors sold out of Dollar Tree (DLTR) in Q2 2026, closing a stake of 4,224 shares — an estimated $463K sold.

Arkadios Wealth Advisors first reported a position in DLTR in Q1 2020 and held it in 8 quarters. The position peaked at $463K in Q1 2026. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Arkadios Wealth Advisors reported no remaining Dollar Tree position as of Q2 2026 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 4,224 Dollar Tree shares in Q2 2026, an estimated $463K.
  • Arkadios Wealth Advisors first reported a position in Dollar Tree in Q1 2020 and held it in 8 quarters.
  • Arkadios Wealth Advisors's Dollar Tree position peaked at $463K in Q1 2026.
  • 862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.