Atlantic Edge Private Wealth Management’s Dollar Tree DLTR Stock Holding History

Atlantic Edge Private Wealth Management’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	$2.42K	Hold	20	–	–	﹤0.01%	552
2026 Q1	$2.19K	Hold	20	–	–	﹤0.01%	527
2025 Q4	$2.46K	Hold	20	–	–	﹤0.01%	511
2025 Q3	$1.89K	Hold	20	–	–	﹤0.01%	499
2025 Q2	$1.98K	Hold	20	–	–	﹤0.01%	469
2025 Q1	$1.5K	Hold	20	–	–	﹤0.01%	467
2024 Q4	$1.5K	Hold	20	–	–	﹤0.01%	451
2024 Q3	$1.41K	Hold	20	–	–	﹤0.01%	460
2024 Q2	$2.14K	Hold	20	–	–	﹤0.01%	425
2024 Q1	$2.66K	Sell	20 -40	-67%	-$5.51K	﹤0.01%	421
2023 Q4	$8.52K	Buy	+60	New	+$7.1K	﹤0.01%	309

Other funds holding DLTR

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

ELI

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

Atlantic Edge Private Wealth Management's DLTR Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Dollar Tree (DLTR) position steady in Q2 2026 at 20 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Atlantic Edge Private Wealth Management first reported a position in DLTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.52K in Q4 2023. 203 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

Atlantic Edge Private Wealth Management held 20 shares of Dollar Tree worth $2.42K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Dollar Tree share count unchanged in Q2 2026.
Dollar Tree made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #552 holding.
Atlantic Edge Private Wealth Management first reported a position in Dollar Tree in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Dollar Tree position peaked at $8.52K in Q4 2023.
203 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.