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
Q2 		$353K Buy
2,920
+191
+7% +$19.9K 0.01% 936
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 $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 $3.38T AUM 44.17% 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

Callan Family Office's DLTR Position: Q2 2026 in Review

Callan Family Office increased its Dollar Tree (DLTR) stake by 7% in Q2 2026, buying an estimated $19.9K and bringing the position to 2,920 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #936.

Callan Family Office first reported a position in DLTR in Q2 2025 and has held it in 4 quarters since. 867 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Callan Family Office held 2,920 shares of Dollar Tree worth $353K as of Q2 2026.
  • Callan Family Office bought 191 Dollar Tree shares in Q2 2026, an estimated $19.9K.
  • Dollar Tree made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #936 holding.
  • Callan Family Office first reported a position in Dollar Tree in Q2 2025 and has held it in 4 quarters since.
  • 867 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.