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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.