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Crestwood Advisors Group’s Dollar Tree DLTR Stock Holding History

Crestwood Advisors Group’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 		$600K Buy
4,963
+2,549
+106% +$265K 0.01% 434
2026
Q1 		$264K Buy
+2,414
New +$295K ﹤0.01% 637
2017
Q2 		– Sell
-150
Closed -$12K – 222
2017
Q1 		$12K Buy
+150
New +$11.5K ﹤0.01% 423

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

Crestwood Advisors Group's DLTR Position: Q2 2026 in Review

Crestwood Advisors Group increased its Dollar Tree (DLTR) stake by 106% in Q2 2026, buying an estimated $265K and bringing the position to 4,963 shares worth $600K. The position accounts for 0.01% of the portfolio, ranked #434.

Crestwood Advisors Group first reported a position in DLTR in Q1 2017 and has held it in 3 quarters since. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Crestwood Advisors Group held 4,963 shares of Dollar Tree worth $600K as of Q2 2026.
  • Crestwood Advisors Group bought 2,549 Dollar Tree shares in Q2 2026, an estimated $265K.
  • Dollar Tree made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #434 holding.
  • Crestwood Advisors Group first reported a position in Dollar Tree in Q1 2017 and has held it in 3 quarters since.
  • 862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.