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Cornerstone Planning Group’s Dollar Tree DLTR Stock Holding History

Cornerstone Planning Group’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
Q2 		$8.55K Buy
70
+22
+46% +$2.29K ﹤0.01% 939
2026
Q1 		$4.5K Buy
48
+4
+9% +$489 ﹤0.01% 1111
2025
Q4 		$5.24K Sell
44
-457
-91% -$49K ﹤0.01% 972
2025
Q3 		$29.8K Buy
501
+459
+1,093% +$49.1K ﹤0.01% 471
2025
Q2 		$4.86K Buy
42
+18
+75% +$1.55K ﹤0.01% 731
2025
Q1 		$2K Buy
+24
New +$1.72K ﹤0.01% 985
2024
Q4 		– Sell
-3
Closed -$194 – 1423
2024
Q3 		$194 Sell
3
-10
-77% -$912 ﹤0.01% 1230
2024
Q2 		$1.25K Buy
+13
New +$1.53K ﹤0.01% 889
2024
Q1 		– Sell
-1
Closed -$142 – 1126
2023
Q4 		$142 Hold
1
– – ﹤0.01% 882
2023
Q3 		$106 Buy
+1
New +$134 ﹤0.01% 1095

Other funds holding DLTR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Cornerstone Planning Group's DLTR Position: Q2 2026 in Review

Cornerstone Planning Group increased its Dollar Tree (DLTR) stake by 46% in Q2 2026, buying an estimated $2.29K and bringing the position to 70 shares worth $8.55K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Cornerstone Planning Group first reported a position in DLTR in Q3 2023 and has held it in 10 quarters since. The position peaked at $29.8K in Q3 2025. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Cornerstone Planning Group held 70 shares of Dollar Tree worth $8.55K as of Q2 2026.
  • Cornerstone Planning Group bought 22 Dollar Tree shares in Q2 2026, an estimated $2.29K.
  • Dollar Tree made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #939 holding.
  • Cornerstone Planning Group first reported a position in Dollar Tree in Q3 2023 and has held it in 10 quarters since.
  • Cornerstone Planning Group's Dollar Tree position peaked at $29.8K in Q3 2025.
  • 862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.