Clean Yield Group’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
Q1
$32.9K Sell
300
-100
-25% -$12.2K 0.01% 250
2025
Q4
$49.2K Hold
400
0.01% 234
2025
Q3
$37.7K Hold
400
0.01% 249
2025
Q2
$39.6K Hold
400
0.01% 236
2025
Q1
$30K Hold
400
0.01% 264
2024
Q4
$30K Hold
400
0.01% 271
2024
Q3
$28.1K Hold
400
0.01% 271
2024
Q2
$42.7K Hold
400
0.02% 242
2024
Q1
$53.3K Hold
400
0.02% 233
2023
Q4
$56.8K Hold
400
0.02% 221
2023
Q3
$42.8K Hold
400
0.02% 240
2023
Q2
$57.4K Hold
400
0.02% 225
2023
Q1
$57.4K Hold
400
0.02% 225
2022
Q4
$56.6K Hold
400
0.02% 222
2022
Q3
$54K Hold
400
0.03% 216
2022
Q2
$62K Hold
400
0.03% 213
2022
Q1
$64K Sell
400
-100
-20% -$14.1K 0.02% 233
2021
Q4
$70K Hold
500
0.02% 242
2021
Q3
$48K Hold
500
0.02% 264
2021
Q2
$50K Buy
+500
New +$54.3K 0.02% 249
2021
Q1
Sell
-500
Closed -$54K 208
2020
Q4
$54K Hold
500
0.02% 247
2020
Q3
$46K Hold
500
0.02% 226
2020
Q2
$46K Hold
500
0.02% 218
2020
Q1
$37K Hold
500
0.02% 226
2019
Q4
$47K Hold
500
0.01% 228
2019
Q3
$57K Hold
500
0.02% 202
2019
Q2
$54K Hold
500
0.02% 200
2019
Q1
$53K Hold
500
0.02% 187
2018
Q4
$45K Buy
+500
New +$42.2K 0.02% 191
2017
Q2
Sell
-600
Closed -$47K 175
2017
Q1
$47K Buy
+600
New +$46.1K 0.02% 196
2016
Q4
Sell
-600
Closed -$47K 174
2016
Q3
$47K Hold
600
0.02% 186
2016
Q2
$57K Hold
600
0.02% 172
2016
Q1
$48K Buy
+600
New +$47.3K 0.02% 173
2015
Q2
Sell
-600
Closed -$49K 164
2015
Q1
$49K Buy
+600
New +$45.5K 0.02% 179

Other funds holding DLTR

Clean Yield Group's DLTR Position: Q1 2026 in Review

Clean Yield Group reduced its Dollar Tree (DLTR) stake by 25% in Q1 2026, selling an estimated $12.2K and leaving 300 shares worth $32.9K. The position accounts for 0.01% of the portfolio, ranked #250.

Clean Yield Group first reported a position in DLTR in Q1 2015 and has held it in 34 quarters since. The position peaked at $70K in Q4 2021. 852 funds tracked by Wall St. Rank hold DLTR as of Q1 2026.

  • Clean Yield Group held 300 shares of Dollar Tree worth $32.9K as of Q1 2026.
  • Clean Yield Group sold 100 Dollar Tree shares in Q1 2026, an estimated $12.2K.
  • Dollar Tree made up 0.01% of Clean Yield Group's portfolio in Q1 2026, its #250 holding.
  • Clean Yield Group first reported a position in Dollar Tree in Q1 2015 and has held it in 34 quarters since.
  • Clean Yield Group's Dollar Tree position peaked at $70K in Q4 2021.
  • 852 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.