Claro Advisors’s Dollar Tree DLTR Stock Holding History

Claro Advisors’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	$317K	Sell	2,620 -96	-4%	-$9.98K	0.03%	390
2026 Q1	$297K	Buy	+2,716	New	+$332K	0.04%	375

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

Claro Advisors's DLTR Position: Q2 2026 in Review

Claro Advisors reduced its Dollar Tree (DLTR) stake by 3.5% in Q2 2026, selling an estimated $9.98K and leaving 2,620 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #390.

Claro Advisors first reported a position in DLTR in Q1 2026 and has held it in 2 quarters since. 866 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

Claro Advisors held 2,620 shares of Dollar Tree worth $317K as of Q2 2026.
Claro Advisors sold 96 Dollar Tree shares in Q2 2026, an estimated $9.98K.
Dollar Tree made up 0.03% of Claro Advisors's portfolio in Q2 2026, its #390 holding.
Claro Advisors first reported a position in Dollar Tree in Q1 2026 and has held it in 2 quarters since.
866 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.