CWG
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Cornerstone Wealth Group’s Dollar Tree DLTR Stock Holding History

Cornerstone Wealth 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 		$230K Buy
+1,901
New +$198K 0.01% 442
2020
Q2 		– Sell
-17,799
Closed -$1.31M – 130
2020
Q1 		$1.31M Buy
17,799
+2,525
+17% +$215K 0.46% 55
2019
Q4 		$1.44M Buy
+15,274
New +$1.6M 0.39% 76

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 $3.38T AUM 44.17% 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 Wealth Group's DLTR Position: Q2 2026 in Review

Cornerstone Wealth Group opened a new position in Dollar Tree (DLTR) in Q2 2026: 1,901 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #442 among its holdings. This is a return to the name: Cornerstone Wealth Group previously reported a position in DLTR as recently as Q1 2020.

Cornerstone Wealth Group first reported a position in DLTR in Q4 2019 and has held it in 3 quarters since. The position peaked at $1.44M in Q4 2019. 867 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Cornerstone Wealth Group held 1,901 shares of Dollar Tree worth $230K as of Q2 2026.
  • Dollar Tree was a new Cornerstone Wealth Group position in Q2 2026.
  • Dollar Tree made up 0.01% of Cornerstone Wealth Group's portfolio in Q2 2026, its #442 holding.
  • Cornerstone Wealth Group first reported a position in Dollar Tree in Q4 2019 and has held it in 3 quarters since.
  • Cornerstone Wealth Group's Dollar Tree position peaked at $1.44M in Q4 2019.
  • 867 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.