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
2025
Q4 		– Sell
-1,400
Closed -$2.14K – 3955
2025
Q3 		$2.14K Hold
1,400
– – ﹤0.01% 3875
2025
Q2 		$3.56K Buy
+1,400
New +$121K ﹤0.01% 3652
2024
Q3 		– Sell
-1,400
Closed -$11.4K – 3227
2024
Q2 		$11.4K Hold
1,400
– – ﹤0.01% 3011
2024
Q1 		$3.51K Buy
+1,400
New +$193K ﹤0.01% 2896
2023
Q4 		– Sell
-1,400
Closed -$26K – 2842
2023
Q3 		$26K Buy
+1,400
New +$188K ﹤0.01% 2564
2021
Q2 		– Sell
-1,400
Closed -$2K – 2206
2021
Q1 		$2K Buy
+1,400
New +$150K ﹤0.01% 2550
2020
Q3 		– Sell
-1,700
Closed -$1K – 2179
2020
Q2 		$1K Buy
+1,700
New +$142K ﹤0.01% 1982
2019
Q4 		– Sell
-1,400
Closed -$1K – 2031
2019
Q3 		$1K Buy
+1,400
New +$146K ﹤0.01% 1966
2017
Q3 		– Sell
-1,000
Closed -$1K – 2337
2017
Q2 		$1K Buy
+1,000
New +$77.2K ﹤0.01% 4418
2017
Q1 		– Sell
-400
Closed -$2K – 4698
2016
Q4 		$2K Buy
400
+100
+33% +$8.05K ﹤0.01% 4255
2016
Q3 		$3K Buy
+300
New +$27K ﹤0.01% 4081

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.