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BCS Private Wealth Management’s Dollar Tree DLTR Stock Holding History

BCS 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 		– Sell
-1,950
Closed -$214K – 197
2026
Q1 		$214K Hold
1,950
– – 0.06% 179
2025
Q4 		$240K Sell
1,950
-715
-27% -$76.6K 0.08% 163
2025
Q3 		$251K Buy
2,665
+175
+7% +$18.7K 0.09% 149
2025
Q2 		$247K Buy
+2,490
New +$215K 0.09% 147

Other funds holding DLTR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

BCS Private Wealth Management sold out of Dollar Tree (DLTR) in Q2 2026, closing a stake of 1,950 shares — an estimated $214K sold.

BCS Private Wealth Management first reported a position in DLTR in Q2 2025 and held it in 4 quarters. The position peaked at $251K in Q3 2025. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • BCS Private Wealth Management reported no remaining Dollar Tree position as of Q2 2026 after selling out during the quarter.
  • BCS Private Wealth Management sold 1,950 Dollar Tree shares in Q2 2026, an estimated $214K.
  • BCS Private Wealth Management first reported a position in Dollar Tree in Q2 2025 and held it in 4 quarters.
  • BCS Private Wealth Management's Dollar Tree position peaked at $251K in Q3 2025.
  • 862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.