Atria Wealth Solutions’s Dollar Tree DLTR Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.64M	Buy	+16,560	New	+$1.43M	0.04%	472
2023 Q2	–	Sell	-2,479	Closed	-$356K	–	1897
2023 Q1	$356K	Buy	2,479 +729	+42%	+$106K	0.01%	1323
2022 Q4	$248K	Sell	1,750 -2,183	-56%	-$325K	﹤0.01%	1474
2022 Q3	$535K	Buy	+3,933	New	+$612K	0.01%	981
2022 Q2	–	Sell	-1,819	Closed	-$291K	–	1694
2022 Q1	$291K	Buy	+1,819	New	+$257K	﹤0.01%	1334

Other funds holding DLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

MRL

Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return

EIG

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Atria Wealth Solutions's DLTR Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in Dollar Tree (DLTR) in Q2 2025: 16,560 shares worth $1.64M. The stake represents 0.04% of the portfolio and ranks #472 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in DLTR as recently as Q1 2023.

Atria Wealth Solutions first reported a position in DLTR in Q1 2022 and has held it in 5 quarters since. 767 funds tracked by Wall St. Rank hold DLTR as of Q2 2025.

Atria Wealth Solutions held 16,560 shares of Dollar Tree worth $1.64M as of Q2 2025.
Dollar Tree was a new Atria Wealth Solutions position in Q2 2025.
Dollar Tree made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #472 holding.
Atria Wealth Solutions first reported a position in Dollar Tree in Q1 2022 and has held it in 5 quarters since.
767 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.