Clear Investment Research’s Dollar Tree DLTR Stock Holding History

Clear Investment Research’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
2025 Q4	–	Sell	-5,200	Closed	-$491K	–	95
2025 Q3	$491K	Hold	5,200	–	–	0.66%	35
2025 Q2	$515K	Hold	5,200	–	–	0.65%	33
2025 Q1	$390K	Hold	5,200	–	–	0.52%	36
2024 Q4	$390K	Hold	5,200	–	–	0.5%	38
2024 Q3	$366K	Hold	5,200	–	–	0.48%	39
2024 Q2	$555K	Hold	5,200	–	–	0.72%	30
2024 Q1	$692K	Hold	5,200	–	–	0.93%	23
2023 Q4	$739K	Hold	5,200	–	–	1.04%	19
2023 Q3	$554K	Hold	5,200	–	–	0.96%	21
2023 Q2	$746K	Hold	5,200	–	–	1.25%	18
2023 Q1	$746K	Hold	5,200	–	–	1.31%	20
2022 Q4	$735K	Hold	5,200	–	–	1.42%	19
2022 Q3	$708K	Hold	5,200	–	–	1.49%	17
2022 Q2	$810K	Hold	5,200	–	–	1.79%	16
2022 Q1	$833K	Hold	5,200	–	–	1.63%	15
2021 Q4	$731K	Hold	5,200	–	–	1.12%	18
2021 Q3	$498K	Hold	5,200	–	–	0.81%	22
2021 Q2	$517K	Buy	+5,200	New	+$565K	0.86%	21

Other funds holding DLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MRL

Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clear Investment Research's DLTR Position: Q4 2025 in Review

Clear Investment Research sold out of Dollar Tree (DLTR) in Q4 2025, closing a stake of 5,200 shares — an estimated $491K sold.

Clear Investment Research first reported a position in DLTR in Q2 2021 and held it in 18 quarters. The position peaked at $833K in Q1 2022. 833 funds tracked by Wall St. Rank hold DLTR as of Q4 2025.

Clear Investment Research reported no remaining Dollar Tree position as of Q4 2025 after selling out during the quarter.
Clear Investment Research sold 5,200 Dollar Tree shares in Q4 2025, an estimated $491K.
Clear Investment Research first reported a position in Dollar Tree in Q2 2021 and held it in 18 quarters.
Clear Investment Research's Dollar Tree position peaked at $833K in Q1 2022.
833 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2025.

Based on Clear Investment Research's 13F filing for Q4 2025, filed 9 Feb 2026.