Creative Financial Designs’s Dollar Tree DLTR Stock Holding History

Creative Financial Designs’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	$41.2K	Buy	341 +41	+14%	+$4.26K	﹤0.01%	1076
2026 Q1	$32.9K	Hold	300	–	–	﹤0.01%	1049
2025 Q4	$36.9K	Hold	300	–	–	﹤0.01%	975
2025 Q3	$28.3K	Hold	300	–	–	﹤0.01%	1035
2025 Q2	$29.7K	Hold	300	–	–	﹤0.01%	1022
2025 Q1	$22.5K	Hold	300	–	–	﹤0.01%	1051
2024 Q4	$22.5K	Hold	300	–	–	﹤0.01%	1016
2024 Q3	$21.1K	Hold	300	–	–	﹤0.01%	1013
2024 Q2	$32K	Hold	300	–	–	﹤0.01%	879
2024 Q1	$39.9K	Sell	300 -100	-25%	-$13.8K	﹤0.01%	783
2023 Q4	$56.8K	Hold	400	–	–	0.01%	650
2023 Q3	$42.6K	Hold	400	–	–	0.01%	669
2023 Q2	$57.4K	Hold	400	–	–	0.01%	603
2023 Q1	$57.4K	Hold	400	–	–	0.01%	567
2022 Q4	$56.6K	Hold	400	–	–	0.01%	550
2022 Q3	$54K	Hold	400	–	–	0.01%	535
2022 Q2	$62K	Buy	400 +300	+300%	+$47.5K	0.01%	513
2022 Q1	$16K	Hold	100	–	–	﹤0.01%	806
2021 Q4	$14K	Sell	100 -85	-46%	-$10.3K	﹤0.01%	832
2021 Q3	$18K	Hold	185	–	–	﹤0.01%	887
2021 Q2	$18K	Hold	185	–	–	﹤0.01%	887
2021 Q1	$21K	Hold	185	–	–	﹤0.01%	771
2020 Q4	$20K	Hold	185	–	–	﹤0.01%	716
2020 Q3	$17K	Sell	185 -352	-66%	-$33.1K	﹤0.01%	688
2020 Q2	$50K	Buy	+537	New	+$44.8K	0.02%	416
2017 Q4	–	Sell	-398	Closed	-$35K	–	714
2017 Q3	$35K	Hold	398	–	–	0.02%	269
2017 Q2	$28K	Sell	398 -227	-36%	-$17.5K	0.02%	283
2017 Q1	$49K	Buy	+625	New	+$48K	0.04%	237

Other funds holding DLTR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Creative Financial Designs's DLTR Position: Q2 2026 in Review

Creative Financial Designs increased its Dollar Tree (DLTR) stake by 14% in Q2 2026, buying an estimated $4.26K and bringing the position to 341 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Creative Financial Designs first reported a position in DLTR in Q1 2017 and has held it in 28 quarters since. The position peaked at $62K in Q2 2022. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

Creative Financial Designs held 341 shares of Dollar Tree worth $41.2K as of Q2 2026.
Creative Financial Designs bought 41 Dollar Tree shares in Q2 2026, an estimated $4.26K.
Dollar Tree made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1076 holding.
Creative Financial Designs first reported a position in Dollar Tree in Q1 2017 and has held it in 28 quarters since.
Creative Financial Designs's Dollar Tree position peaked at $62K in Q2 2022.
862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.