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Crewe Advisors’s Dollar Tree DLTR Stock Holding History

Crewe Advisors’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 		$24.7K Buy
204
+105
+106% +$10.9K ﹤0.01% 570
2026
Q1 		$10.8K Hold
99
– – ﹤0.01% 628
2025
Q4 		$12.2K Hold
99
– – ﹤0.01% 587
2025
Q3 		$9.34K Buy
+99
New +$10.6K ﹤0.01% 647
2025
Q2 		– Sell
-102
Closed -$7.66K – 770
2025
Q1 		$7.66K Buy
102
+24
+31% +$1.72K ﹤0.01% 444
2024
Q4 		$5.85K Sell
78
-238
-75% -$16.3K ﹤0.01% 467
2024
Q3 		$22.2K Sell
316
-590
-65% -$53.8K ﹤0.01% 389
2024
Q2 		$96.7K Sell
906
-97
-10% -$11.5K 0.01% 275
2024
Q1 		$134K Buy
+1,003
New +$138K 0.02% 229
2023
Q3 		– Sell
-1,904
Closed -$273K – 674
2023
Q2 		$273K Buy
1,904
+190
+11% +$28K 0.04% 116
2023
Q1 		$246K Sell
1,714
-145
-8% -$21K 0.04% 137
2022
Q4 		$263K Sell
1,859
-45
-2% -$6.7K 0.04% 127
2022
Q3 		$259K Buy
1,904
+15
+0.8% +$2.33K 0.05% 118
2022
Q2 		$294K Buy
1,889
+255
+16% +$40.4K 0.06% 93
2022
Q1 		$262K Buy
1,634
+775
+90% +$110K 0.05% 92
2021
Q4 		$121K Buy
859
+385
+81% +$46.8K 0.02% 125
2021
Q3 		$45K Hold
474
– – 0.01% 156
2021
Q2 		$47K Sell
474
-79
-14% -$8.59K 0.01% 158
2021
Q1 		$63K Buy
553
+14
+3% +$1.5K 0.02% 135
2020
Q4 		$58K Buy
539
+30
+6% +$3.01K 0.02% 129
2020
Q3 		$46K Hold
509
– – 0.02% 133
2020
Q2 		$47K Buy
509
+35
+7% +$2.92K 0.02% 108
2020
Q1 		$35K Hold
474
– – 0.02% 102
2019
Q4 		$45K Sell
474
-1,168
-71% -$123K 0.02% 120
2019
Q3 		$187K Sell
1,642
-2,347
-59% -$246K 0.09% 60
2019
Q2 		$428K Buy
3,989
+2,623
+192% +$276K 0.14% 46
2019
Q1 		$143K Buy
1,366
+890
+187% +$87.4K 0.05% 68
2018
Q4 		$43K Hold
476
– – 0.01% 120
2018
Q3 		$39K Sell
476
-145
-23% -$12.7K 0.03% 138
2018
Q2 		$53K Buy
621
+347
+127% +$32K 0.05% 115
2018
Q1 		$26K Hold
274
– – 0.03% 166
2017
Q4 		$29K Buy
+274
New +$26.8K 0.03% 163

Other funds holding DLTR

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

Crewe Advisors's DLTR Position: Q2 2026 in Review

Crewe Advisors increased its Dollar Tree (DLTR) stake by 106% in Q2 2026, buying an estimated $10.9K and bringing the position to 204 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Crewe Advisors first reported a position in DLTR in Q4 2017 and has held it in 32 quarters since. The position peaked at $428K in Q2 2019. 203 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Crewe Advisors held 204 shares of Dollar Tree worth $24.7K as of Q2 2026.
  • Crewe Advisors bought 105 Dollar Tree shares in Q2 2026, an estimated $10.9K.
  • Dollar Tree made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #570 holding.
  • Crewe Advisors first reported a position in Dollar Tree in Q4 2017 and has held it in 32 quarters since.
  • Crewe Advisors's Dollar Tree position peaked at $428K in Q2 2019.
  • 203 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.