CFO
DLTR icon

Callan Family Office’s Dollar Tree DLTR Stock Holding History

Callan Family Office’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
Q1 		$299K Sell
2,729
-102
-4% -$12.5K 0.01% 934
2025
Q4 		$348K Buy
+2,831
New +$303K 0.01% 884
2025
Q3 		– Sell
-2,211
Closed -$219K – 877
2025
Q2 		$219K Buy
+2,211
New +$191K 0.01% 873

Other funds holding DLTR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Callan Family Office's DLTR Position: Q1 2026 in Review

Callan Family Office reduced its Dollar Tree (DLTR) stake by 3.6% in Q1 2026, selling an estimated $12.5K and leaving 2,729 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #934.

Callan Family Office first reported a position in DLTR in Q2 2025 and has held it in 3 quarters since. The position peaked at $348K in Q4 2025. 852 funds tracked by Wall St. Rank hold DLTR as of Q1 2026.

  • Callan Family Office held 2,729 shares of Dollar Tree worth $299K as of Q1 2026.
  • Callan Family Office sold 102 Dollar Tree shares in Q1 2026, an estimated $12.5K.
  • Dollar Tree made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #934 holding.
  • Callan Family Office first reported a position in Dollar Tree in Q2 2025 and has held it in 3 quarters since.
  • Callan Family Office's Dollar Tree position peaked at $348K in Q4 2025.
  • 852 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.