Avantax Advisory Services’s Dollar Tree DLTR Stock Holding History

Avantax Advisory Services’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	$340K	Buy	+3,435	New	+$296K	﹤0.01%	1822
2024 Q3	–	Sell	-3,505	Closed	-$374K	–	2140
2024 Q2	$374K	Buy	+3,505	New	+$414K	﹤0.01%	1555
2024 Q1	–	Sell	-1,615	Closed	-$229K	–	1669
2023 Q4	$229K	Buy	+1,615	New	+$191K	﹤0.01%	1393
2023 Q2	–	Sell	-1,451	Closed	-$208K	–	1523
2023 Q1	$208K	Sell	1,451 -19	-1%	-$2.76K	﹤0.01%	1357
2022 Q4	$208K	Buy	+1,470	New	+$219K	﹤0.01%	1288
2022 Q3	–	Sell	-1,336	Closed	-$208K	–	1343
2022 Q2	$208K	Sell	1,336 -145	-10%	-$23K	﹤0.01%	1184
2022 Q1	$237K	Buy	+1,481	New	+$209K	﹤0.01%	1116
2020 Q4	–	Sell	-5,084	Closed	-$463K	–	1032
2020 Q3	$463K	Buy	+5,084	New	+$478K	0.01%	825
2020 Q1	–	Sell	-3,917	Closed	-$367K	–	820
2019 Q4	$367K	Buy	3,917 +891	+29%	+$93.5K	0.01%	569
2019 Q3	$346K	Buy	+3,026	New	+$317K	0.01%	399

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 $3.38T AUM 44.17% 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

Avantax Advisory Services's DLTR Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Dollar Tree (DLTR) in Q2 2025: 3,435 shares worth $340K. The stake represents ﹤0.01% of the portfolio and ranks #1822 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in DLTR as recently as Q2 2024.

Avantax Advisory Services first reported a position in DLTR in Q3 2019 and has held it in 10 quarters since. The position peaked at $463K in Q3 2020. 768 funds tracked by Wall St. Rank hold DLTR as of Q2 2025.

Avantax Advisory Services held 3,435 shares of Dollar Tree worth $340K as of Q2 2025.
Dollar Tree was a new Avantax Advisory Services position in Q2 2025.
Dollar Tree made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1822 holding.
Avantax Advisory Services first reported a position in Dollar Tree in Q3 2019 and has held it in 10 quarters since.
Avantax Advisory Services's Dollar Tree position peaked at $463K in Q3 2020.
768 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.