Creative Planning’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.32M | Buy |
48,545
+5,533
| +13% | +$676K | ﹤0.01% | 1149 |
|
|
2025
Q4 | $5.29M | Buy |
43,012
+5,703
| +15% | +$611K | ﹤0.01% | 971 |
|
|
2025
Q3 | $3.52M | Buy |
37,309
+1,237
| +3% | +$132K | ﹤0.01% | 1094 |
|
|
2025
Q2 | $3.57M | Buy |
36,072
+9,155
| +34% | +$790K | ﹤0.01% | 933 |
|
|
2025
Q1 | $2.02M | Sell |
26,917
-8,823
| -25% | -$631K | ﹤0.01% | 1170 |
|
|
2024
Q4 | $2.68M | Buy |
35,740
+11,067
| +45% | +$760K | ﹤0.01% | 957 |
|
|
2024
Q3 | $1.65M | Buy |
24,673
+559
| +2% | +$51K | ﹤0.01% | 1189 |
|
|
2024
Q2 | $2.57M | Sell |
24,114
-392
| -2% | -$46.3K | ﹤0.01% | 877 |
|
|
2024
Q1 | $3.26M | Buy |
24,506
+7,677
| +46% | +$1.06M | ﹤0.01% | 765 |
|
|
2023
Q4 | $2.39M | Buy |
16,829
+2,112
| +14% | +$250K | ﹤0.01% | 844 |
|
|
2023
Q3 | $1.57M | Buy |
14,717
+2,072
| +16% | +$278K | ﹤0.01% | 964 |
|
|
2023
Q2 | $1.81M | Sell |
12,645
-193
| -2% | -$28.4K | ﹤0.01% | 867 |
|
|
2023
Q1 | $1.84M | Buy |
12,838
+1,270
| +11% | +$184K | ﹤0.01% | 808 |
|
|
2022
Q4 | $1.64M | Buy |
11,568
+1,106
| +11% | +$165K | ﹤0.01% | 828 |
|
|
2022
Q3 | $1.42M | Sell |
10,462
-100
| -0.9% | -$15.6K | ﹤0.01% | 809 |
|
|
2022
Q2 | $1.65M | Buy |
10,562
+2,060
| +24% | +$326K | ﹤0.01% | 784 |
|
|
2022
Q1 | $1.36M | Buy |
8,502
+255
| +3% | +$36.1K | ﹤0.01% | 853 |
|
|
2021
Q4 | $1.16M | Sell |
8,247
-5,678
| -41% | -$690K | ﹤0.01% | 890 |
|
|
2021
Q3 | $1.33M | Buy |
13,925
+7,060
| +103% | +$679K | ﹤0.01% | 822 |
|
|
2021
Q2 | $683K | Buy |
6,865
+695
| +11% | +$75.5K | ﹤0.01% | 1104 |
|
|
2021
Q1 | $706K | Sell |
6,170
-45
| -0.7% | -$4.83K | ﹤0.01% | 1222 |
|
|
2020
Q4 | $671K | Sell |
6,215
-354
| -5% | -$35.5K | ﹤0.01% | 1149 |
|
|
2020
Q3 | $600K | Buy |
6,569
+74
| +1% | +$6.96K | ﹤0.01% | 1044 |
|
|
2020
Q2 | $602K | Sell |
6,495
-138
| -2% | -$11.5K | ﹤0.01% | 947 |
|
|
2020
Q1 | $487K | Sell |
6,633
-2,032
| -23% | -$173K | ﹤0.01% | 961 |
|
|
2019
Q4 | $815K | Buy |
8,665
+1,706
| +25% | +$179K | ﹤0.01% | 881 |
|
|
2019
Q3 | $794K | Sell |
6,959
-882
| -11% | -$92.3K | ﹤0.01% | 856 |
|
|
2019
Q2 | $842K | Sell |
7,841
-421
| -5% | -$44.3K | ﹤0.01% | 833 |
|
|
2019
Q1 | $868K | Buy |
8,262
+417
| +5% | +$40.9K | ﹤0.01% | 783 |
|
|
2018
Q4 | $709K | Buy |
7,845
+307
| +4% | +$25.9K | ﹤0.01% | 804 |
|
|
2018
Q3 | $615K | Sell |
7,538
-1,133
| -13% | -$99.5K | ﹤0.01% | 976 |
|
|
2018
Q2 | $737K | Buy |
8,671
+2,110
| +32% | +$195K | ﹤0.01% | 894 |
|
|
2018
Q1 | $623K | Sell |
6,561
-2,537
| -28% | -$266K | ﹤0.01% | 974 |
|
|
2017
Q4 | $976K | Sell |
9,098
-248
| -3% | -$24.2K | ﹤0.01% | 747 |
|
|
2017
Q3 | $811K | Sell |
9,346
-3,682
| -28% | -$281K | ﹤0.01% | 811 |
|
|
2017
Q2 | $911K | Buy |
13,028
+1,311
| +11% | +$101K | ﹤0.01% | 737 |
|
|
2017
Q1 | $919K | Sell |
11,717
-596
| -5% | -$45.8K | 0.01% | 708 |
|
|
2016
Q4 | $950K | Buy |
12,313
+1,613
| +15% | +$130K | 0.01% | 646 |
|
|
2016
Q3 | $845K | Buy |
10,700
+2,731
| +34% | +$246K | 0.01% | 663 |
|
|
2016
Q2 | $751K | Buy |
7,969
+221
| +3% | +$18.7K | 0.01% | 600 |
|
|
2016
Q1 | $639K | Buy |
7,748
+258
| +3% | +$20.3K | 0.01% | 666 |
|
|
2015
Q4 | $578K | Sell |
7,490
-1,950
| -21% | -$136K | ﹤0.01% | 697 |
|
|
2015
Q3 | $629K | Buy |
+9,440
| New | +$709K | 0.01% | 648 |
|
|
2015
Q2 | – | Sell |
-8,439
| Closed | -$685K | – | 1561 |
|
|
2015
Q1 | $685K | Buy |
8,439
+4,629
| +121% | +$351K | 0.01% | 608 |
|
|
2014
Q4 | $268K | Buy |
3,810
+781
| +26% | +$49.2K | ﹤0.01% | 989 |
|
|
2014
Q3 | $170K | Sell |
3,029
-480
| -14% | -$26.5K | ﹤0.01% | 1144 |
|
|
2014
Q2 | $191K | Hold |
3,509
| – | – | ﹤0.01% | 1058 |
|
|
2014
Q1 | $183K | Sell |
3,509
-1,792
| -34% | -$95.4K | ﹤0.01% | 1036 |
|
|
2013
Q4 | $299K | Buy |
5,301
+500
| +10% | +$28.8K | 0.01% | 678 |
|
|
2013
Q3 | $274K | Buy |
4,801
+785
| +20% | +$42.4K | 0.01% | 645 |
|
|
2013
Q2 | $204K | Buy |
+4,016
| New | +$196K | ﹤0.01% | 678 |
|
Other funds holding DLTR
VCM
MRL
VPM
EIG
Creative Planning's DLTR Position: Q1 2026 in Review
Creative Planning increased its Dollar Tree (DLTR) stake by 13% in Q1 2026, buying an estimated $676K and bringing the position to 48,545 shares worth $5.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1149.
Creative Planning first reported a position in DLTR in Q2 2013 and has held it in 51 quarters since. 852 funds tracked by Wall St. Rank hold DLTR as of Q1 2026.
- Creative Planning held 48,545 shares of Dollar Tree worth $5.32M as of Q1 2026.
- Creative Planning bought 5,533 Dollar Tree shares in Q1 2026, an estimated $676K.
- Dollar Tree made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1149 holding.
- Creative Planning first reported a position in Dollar Tree in Q2 2013 and has held it in 51 quarters since.
- 852 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.