Congress Wealth Management’s Dollar Tree DLTR Stock Holding History

Congress Wealth Management’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 Q2	$264K	Buy	+2,664	New	+$230K	﹤0.01%	1096

Other funds holding DLTR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MRL

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Congress Wealth Management's DLTR Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Dollar Tree (DLTR) in Q2 2025: 2,664 shares worth $264K. The stake represents ﹤0.01% of the portfolio and ranks #1096 among its holdings.

767 funds tracked by Wall St. Rank hold DLTR as of Q2 2025.

Congress Wealth Management held 2,664 shares of Dollar Tree worth $264K as of Q2 2025.
Dollar Tree was a new Congress Wealth Management position in Q2 2025.
Dollar Tree made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1096 holding.
767 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.