AWM
DLTR icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $12.5B AUM 31.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return