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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
Q1 		$297K Buy
+2,716
New +$332K 0.04% 375

Other funds holding DLTR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Claro Advisors's DLTR Position: Q1 2026 in Review

Claro Advisors opened a new position in Dollar Tree (DLTR) in Q1 2026: 2,716 shares worth $297K. The stake represents 0.04% of the portfolio and ranks #375 among its holdings.

853 funds tracked by Wall St. Rank hold DLTR as of Q1 2026.

  • Claro Advisors held 2,716 shares of Dollar Tree worth $297K as of Q1 2026.
  • Dollar Tree was a new Claro Advisors position in Q1 2026.
  • Dollar Tree made up 0.04% of Claro Advisors's portfolio in Q1 2026, its #375 holding.
  • 853 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.