Atticus Wealth Management’s Dollar Tree DLTR Stock Holding History

Atticus 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
2025 Q3	–	Sell	-136	Closed	-$13.5K	–	307
2025 Q2	$13.5K	Hold	136	–	–	﹤0.01%	450
2025 Q1	$10.2K	Hold	136	–	–	﹤0.01%	379
2024 Q4	$10.2K	Hold	136	–	–	﹤0.01%	389
2024 Q3	$9.56K	Sell	136 -386	-74%	-$35.2K	﹤0.01%	395
2024 Q2	$55.7K	Hold	522	–	–	0.02%	225
2024 Q1	$69.5K	Hold	522	–	–	0.02%	208
2023 Q4	$74.2K	Hold	522	–	–	0.03%	203
2023 Q3	$55.6K	Hold	522	–	–	0.02%	235
2023 Q2	$74.9K	Hold	522	–	–	0.03%	208
2023 Q1	$74.9K	Hold	522	–	–	0.03%	205
2022 Q4	$73.8K	Hold	522	–	–	0.03%	208
2022 Q3	$81K	Hold	522	–	–	0.04%	187
2022 Q2	$81K	Buy	+522	New	+$82.7K	0.03%	207

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

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

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

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

Atticus Wealth Management's DLTR Position: Q3 2025 in Review

Atticus Wealth Management sold out of Dollar Tree (DLTR) in Q3 2025, closing a stake of 136 shares — an estimated $13.5K sold.

Atticus Wealth Management first reported a position in DLTR in Q2 2022 and held it in 13 quarters. The position peaked at $81K in Q3 2022. 777 funds tracked by Wall St. Rank hold DLTR as of Q3 2025.

Atticus Wealth Management reported no remaining Dollar Tree position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 136 Dollar Tree shares in Q3 2025, an estimated $13.5K.
Atticus Wealth Management first reported a position in Dollar Tree in Q2 2022 and held it in 13 quarters.
Atticus Wealth Management's Dollar Tree position peaked at $81K in Q3 2022.
777 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.