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Carolinas Wealth Consulting’s Dollar Tree DLTR Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-43
Closed -$3.23K – 236
2025
Q1 		$3.23K Sell
43
-22
-34% -$1.57K ﹤0.01% 687
2024
Q4 		$4.87K Buy
65
+22
+51% +$1.51K ﹤0.01% 645
2024
Q3 		$3.02K Hold
43
– – ﹤0.01% 745
2024
Q2 		$4.59K Sell
43
-2
-4% -$236 ﹤0.01% 663
2024
Q1 		$5.99K Buy
45
+2
+5% +$275 ﹤0.01% 624
2023
Q4 		$6.11K Hold
43
– – ﹤0.01% 598
2023
Q3 		$4.78K Sell
43
-194
-82% -$26K ﹤0.01% 611
2023
Q2 		$34K Sell
237
-220
-48% -$32.4K 0.01% 407
2023
Q1 		$65.6K Sell
457
-144
-24% -$20.9K 0.01% 321
2022
Q4 		$85K Sell
601
-215
-26% -$32K 0.02% 283
2022
Q3 		$111K Buy
816
+84
+11% +$13.1K 0.03% 222
2022
Q2 		$114K Buy
732
+215
+42% +$34.1K 0.03% 228
2022
Q1 		$83K Buy
517
+457
+762% +$64.6K 0.02% 275
2021
Q4 		$8K Hold
60
– – ﹤0.01% 641
2021
Q3 		$6K Sell
60
-195
-76% -$18.8K ﹤0.01% 648
2021
Q2 		$25K Hold
255
– – 0.01% 462
2021
Q1 		$29K Sell
255
-2
-0.8% -$215 0.01% 448
2020
Q4 		$28K Hold
257
– – 0.01% 422
2020
Q3 		$23K Buy
257
+153
+147% +$14.4K 0.01% 373
2020
Q2 		$10K Buy
+104
New +$8.68K ﹤0.01% 338

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $12.5B AUM 31.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Carolinas Wealth Consulting's DLTR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Dollar Tree (DLTR) in Q2 2025, closing a stake of 43 shares — an estimated $3.23K sold.

Carolinas Wealth Consulting first reported a position in DLTR in Q2 2020 and held it in 20 quarters. The position peaked at $114K in Q2 2022. 766 funds tracked by Wall St. Rank hold DLTR as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Dollar Tree position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 43 Dollar Tree shares in Q2 2025, an estimated $3.23K.
  • Carolinas Wealth Consulting first reported a position in Dollar Tree in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Dollar Tree position peaked at $114K in Q2 2022.
  • 766 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.