Chicago Partners Investment Group’s Dollar Tree DLTR Stock Holding History

Chicago Partners Investment Group’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	$1.01M	Buy	8,575 +2,522	+42%	+$262K	0.02%	656
2026 Q1	$617K	Buy	6,053 +3,957	+189%	+$483K	0.01%	766
2025 Q4	$270K	Sell	2,096 -45	-2%	-$4.82K	0.01%	1088
2025 Q3	$220K	Sell	2,141 -639	-23%	-$68.4K	0.01%	1125
2025 Q2	$319K	Buy	+2,780	New	+$240K	0.01%	803
2022 Q1	–	Sell	-3,488	Closed	-$478K	–	577
2021 Q4	$478K	Sell	3,488 -1,717	-33%	-$209K	0.03%	345
2021 Q3	$591K	Sell	5,205 -187	-3%	-$18K	0.04%	304
2021 Q2	$542K	Sell	5,392 -449	-8%	-$48.8K	0.04%	313
2021 Q1	$666K	Buy	5,841 +662	+13%	+$71.1K	0.05%	260
2020 Q4	$559K	Buy	5,179 +1,617	+45%	+$162K	0.05%	251
2020 Q3	$334K	Buy	+3,562	New	+$335K	0.04%	299
2018 Q2	–	Sell	-45	Closed	-$4K	–	963
2018 Q1	$4K	Hold	45	–	–	﹤0.01%	858
2017 Q4	$5K	Buy	+45	New	+$4.4K	﹤0.01%	807

Other funds holding DLTR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Chicago Partners Investment Group's DLTR Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Dollar Tree (DLTR) stake by 42% in Q2 2026, buying an estimated $262K and bringing the position to 8,575 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #656.

Chicago Partners Investment Group first reported a position in DLTR in Q4 2017 and has held it in 13 quarters since. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

Chicago Partners Investment Group held 8,575 shares of Dollar Tree worth $1.01M as of Q2 2026.
Chicago Partners Investment Group bought 2,522 Dollar Tree shares in Q2 2026, an estimated $262K.
Dollar Tree made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #656 holding.
Chicago Partners Investment Group first reported a position in Dollar Tree in Q4 2017 and has held it in 13 quarters since.
862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.