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Belfer Management’s Dollar Tree DLTR Stock Holding History

Belfer 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 		$224K Sell
1,855
-519
-22% -$54K 3.72% 14
2026
Q1 		$260K Buy
2,374
+83
+4% +$10.1K 4.35% 11
2025
Q4 		$282K Sell
2,291
-178
-7% -$19.1K 4.94% 8
2025
Q3 		$233K Hold
2,469
– – 3.24% 13
2025
Q2 		$245K Buy
+2,469
New +$213K 3.74% 13

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

Belfer Management's DLTR Position: Q2 2026 in Review

Belfer Management reduced its Dollar Tree (DLTR) stake by 22% in Q2 2026, selling an estimated $54K and leaving 1,855 shares worth $224K. The position accounts for 3.72% of the portfolio, ranked #14.

Belfer Management first reported a position in DLTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $282K in Q4 2025. 858 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Belfer Management held 1,855 shares of Dollar Tree worth $224K as of Q2 2026.
  • Belfer Management sold 519 Dollar Tree shares in Q2 2026, an estimated $54K.
  • Dollar Tree made up 3.72% of Belfer Management's portfolio in Q2 2026, its #14 holding.
  • Belfer Management first reported a position in Dollar Tree in Q2 2025 and has held it in 5 quarters since.
  • Belfer Management's Dollar Tree position peaked at $282K in Q4 2025.
  • 858 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Belfer Management's 13F filing for Q2 2026, filed 7 Aug 2026.