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Clark Wealth Partners’s Dollar Tree DLTR Stock Holding History

Clark Wealth Partners’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 		$1.45K Buy
12
+2
+20% +$208 ﹤0.01% 452
2026
Q1 		$1.1K Hold
10
– – ﹤0.01% 512
2025
Q4 		$1.23K Hold
10
– – ﹤0.01% 473
2025
Q3 		$1.23K Hold
10
– – ﹤0.01% 473
2025
Q2 		$990 Buy
+10
New +$863 ﹤0.01% 434

Other funds holding DLTR

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 $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clark Wealth Partners's DLTR Position: Q2 2026 in Review

Clark Wealth Partners increased its Dollar Tree (DLTR) stake by 20% in Q2 2026, buying an estimated $208 and bringing the position to 12 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Clark Wealth Partners first reported a position in DLTR in Q2 2025 and has held it in 5 quarters since. 812 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Clark Wealth Partners held 12 shares of Dollar Tree worth $1.45K as of Q2 2026.
  • Clark Wealth Partners bought 2 Dollar Tree shares in Q2 2026, an estimated $208.
  • Dollar Tree made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #452 holding.
  • Clark Wealth Partners first reported a position in Dollar Tree in Q2 2025 and has held it in 5 quarters since.
  • 812 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.