Creative Planning
DLTR icon

Creative Planning’s Dollar Tree DLTR Stock Holding History

Creative Planning’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
2018
Q2 		– Sell
-100
Closed -$1K – 2085
2018
Q1 		$1K Buy
+100
New +$10.5K ﹤0.01% 2008
2014
Q2 		– Sell
-1,000
Closed -$1K – 3805
2014
Q1 		$1K Buy
+1,000
New +$53.2K ﹤0.01% 3486

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

Creative Planning's DLTR Position: Q2 2026 in Review

Creative Planning increased its Dollar Tree (DLTR) stake by 12% in Q2 2026, buying an estimated $596K and bringing the position to 54,275 shares worth $6.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

Creative Planning first reported a position in DLTR in Q2 2013 and has held it in 52 quarters since. 865 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Creative Planning held 54,275 shares of Dollar Tree worth $6.56M as of Q2 2026.
  • Creative Planning bought 5,730 Dollar Tree shares in Q2 2026, an estimated $596K.
  • Dollar Tree made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1192 holding.
  • Creative Planning first reported a position in Dollar Tree in Q2 2013 and has held it in 52 quarters since.
  • 865 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.