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Concurrent Investment Advisors’s Dollar Tree DLTR Stock Holding History

Concurrent Investment 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 		$382K Buy
3,492
+998
+40% +$122K ﹤0.01% 1351
2025
Q4 		$307K Buy
+2,494
New +$267K ﹤0.01% 1385
2024
Q2 		– Sell
-1,784
Closed -$238K – 1012
2024
Q1 		$238K Sell
1,784
-73
-4% -$10K 0.01% 744
2023
Q4 		$264K Buy
+1,857
New +$220K 0.01% 690

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

Concurrent Investment Advisors's DLTR Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Dollar Tree (DLTR) stake by 40% in Q1 2026, buying an estimated $122K and bringing the position to 3,492 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Concurrent Investment Advisors first reported a position in DLTR in Q4 2023 and has held it in 4 quarters since. 852 funds tracked by Wall St. Rank hold DLTR as of Q1 2026.

  • Concurrent Investment Advisors held 3,492 shares of Dollar Tree worth $382K as of Q1 2026.
  • Concurrent Investment Advisors bought 998 Dollar Tree shares in Q1 2026, an estimated $122K.
  • Dollar Tree made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1351 holding.
  • Concurrent Investment Advisors first reported a position in Dollar Tree in Q4 2023 and has held it in 4 quarters since.
  • 852 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2026.

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