Checchi Capital Advisers’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $349K | Sell |
2,889
-558
| -16% | -$58K | 0.02% | 442 |
|
|
2026
Q1 | $377K | Buy |
3,447
+496
| +17% | +$60.6K | 0.02% | 412 |
|
|
2025
Q4 | $363K | Buy |
2,951
+12
| +0.4% | +$1.29K | 0.02% | 396 |
|
|
2025
Q3 | $277K | Sell |
2,939
-340
| -10% | -$36.4K | 0.01% | 460 |
|
|
2025
Q2 | $325K | Sell |
3,279
-16
| -0.5% | -$1.38K | 0.02% | 433 |
|
|
2025
Q1 | $247K | Sell |
3,295
-95
| -3% | -$6.79K | 0.01% | 508 |
|
|
2024
Q4 | $254K | Buy |
3,390
+180
| +6% | +$12.4K | 0.01% | 481 |
|
|
2024
Q3 | $226K | Sell |
3,210
-384
| -11% | -$35K | 0.01% | 524 |
|
|
2024
Q2 | $384K | Sell |
3,594
-174
| -5% | -$20.5K | 0.02% | 382 |
|
|
2024
Q1 | $502K | Buy |
3,768
+9
| +0.2% | +$1.24K | 0.04% | 322 |
|
|
2023
Q4 | $534K | Buy |
3,759
+147
| +4% | +$17.4K | 0.04% | 293 |
|
|
2023
Q3 | $384K | Buy |
3,612
+1,793
| +99% | +$240K | 0.04% | 349 |
|
|
2023
Q2 | $261K | Buy |
1,819
+41
| +2% | +$6.03K | 0.02% | 470 |
|
|
2023
Q1 | $255K | Sell |
1,778
-55
| -3% | -$7.98K | 0.02% | 464 |
|
|
2022
Q4 | $259K | Sell |
1,833
-61
| -3% | -$9.08K | 0.03% | 442 |
|
|
2022
Q3 | $258K | Buy |
1,894
+31
| +2% | +$4.82K | 0.02% | 428 |
|
|
2022
Q2 | $308K | Buy |
1,863
+230
| +14% | +$36.4K | 0.03% | 418 |
|
|
2022
Q1 | $262K | Buy |
1,633
+99
| +6% | +$14K | 0.02% | 442 |
|
|
2021
Q4 | $216K | Buy |
+1,534
| New | +$186K | 0.02% | 483 |
|
|
2021
Q2 | – | Sell |
-2,045
| Closed | -$234K | – | 544 |
|
|
2021
Q1 | $234K | Buy |
2,045
+39
| +2% | +$4.19K | 0.02% | 444 |
|
|
2020
Q4 | $217K | Buy |
+2,006
| New | +$201K | 0.02% | 442 |
|
|
2020
Q3 | – | Sell |
-2,268
| Closed | -$210K | – | 465 |
|
|
2020
Q2 | $210K | Buy |
+2,268
| New | +$189K | 0.03% | 397 |
|
|
2020
Q1 | – | Sell |
-2,250
| Closed | -$212K | – | 413 |
|
|
2019
Q4 | $212K | Buy |
2,250
+2
| +0.1% | +$210 | 0.03% | 402 |
|
|
2019
Q3 | $257K | Sell |
2,248
-311
| -12% | -$32.5K | 0.03% | 331 |
|
|
2019
Q2 | $275K | Sell |
2,559
-10
| -0.4% | -$1.05K | 0.04% | 316 |
|
|
2019
Q1 | $270K | Buy |
2,569
+201
| +8% | +$19.7K | 0.03% | 312 |
|
|
2018
Q4 | $214K | Sell |
2,368
-156
| -6% | -$13.2K | 0.03% | 328 |
|
|
2018
Q3 | $206K | Buy |
2,524
+102
| +4% | +$8.96K | 0.02% | 419 |
|
|
2018
Q2 | $206K | Buy |
2,422
+85
| +4% | +$7.84K | 0.03% | 376 |
|
|
2018
Q1 | $222K | Buy |
2,337
+67
| +3% | +$7.02K | 0.03% | 360 |
|
|
2017
Q4 | $244K | Buy |
+2,270
| New | +$222K | 0.03% | 344 |
|
|
2016
Q3 | – | Sell |
-1,302
| Closed | -$123K | – | 618 |
|
|
2016
Q2 | $123K | Sell |
1,302
-5
| -0.4% | -$423 | 0.01% | 500 |
|
|
2016
Q1 | $108K | Buy |
+1,307
| New | +$103K | 0.02% | 557 |
|
Other funds holding DLTR
EIG
Checchi Capital Advisers's DLTR Position: Q2 2026 in Review
Checchi Capital Advisers reduced its Dollar Tree (DLTR) stake by 16% in Q2 2026, selling an estimated $58K and leaving 2,889 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #442.
Checchi Capital Advisers first reported a position in DLTR in Q1 2016 and has held it in 33 quarters since. The position peaked at $534K in Q4 2023. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.
- Checchi Capital Advisers held 2,889 shares of Dollar Tree worth $349K as of Q2 2026.
- Checchi Capital Advisers sold 558 Dollar Tree shares in Q2 2026, an estimated $58K.
- Dollar Tree made up 0.02% of Checchi Capital Advisers's portfolio in Q2 2026, its #442 holding.
- Checchi Capital Advisers first reported a position in Dollar Tree in Q1 2016 and has held it in 33 quarters since.
- Checchi Capital Advisers's Dollar Tree position peaked at $534K in Q4 2023.
- 862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.
Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.