CFO
DLTR icon

CVA Family Office’s Dollar Tree DLTR Stock Holding History

CVA Family Office’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 		$49.3K Sell
408
-5
-1% -$520 ﹤0.01% 606
2026
Q1 		$45.2K Buy
413
+182
+79% +$22.2K ﹤0.01% 618
2025
Q4 		$28.4K Buy
231
+39
+20% +$4.18K ﹤0.01% 633
2025
Q3 		$18.1K Buy
192
+5
+3% +$535 ﹤0.01% 716
2025
Q2 		$18.5K Buy
187
+37
+25% +$3.19K ﹤0.01% 705
2025
Q1 		$11.3K Sell
150
-329
-69% -$23.5K ﹤0.01% 773
2024
Q4 		$35.9K Buy
479
+467
+3,892% +$32.1K 0.01% 580
2024
Q3 		$844 Sell
12
-233
-95% -$21.2K ﹤0.01% 1098
2024
Q2 		$26.2K Sell
245
-154
-39% -$18.2K ﹤0.01% 602
2024
Q1 		$53.1K Buy
399
+4
+1% +$551 0.01% 481
2023
Q4 		$56.1K Buy
+395
New +$46.8K 0.01% 450
2023
Q3 		– Sell
-240
Closed -$34.4K – 419
2023
Q2 		$34.4K Buy
240
+10
+4% +$1.47K 0.01% 518
2023
Q1 		$33K Hold
230
– – 0.01% 512
2022
Q4 		$32.5K Sell
230
-15
-6% -$2.23K 0.01% 480
2022
Q3 		$33K Sell
245
-40
-14% -$6.22K 0.01% 448
2022
Q2 		$44K Buy
285
+50
+21% +$7.92K 0.01% 392
2022
Q1 		$38K Hold
235
– – 0.01% 446
2021
Q4 		$33K Buy
+235
New +$28.5K 0.01% 434
2021
Q3 		– Sell
-155
Closed -$15K – 496
2021
Q2 		$15K Sell
155
-50
-24% -$5.43K ﹤0.01% 579
2021
Q1 		$23K Buy
+205
New +$22K 0.01% 382

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

CVA Family Office's DLTR Position: Q2 2026 in Review

CVA Family Office reduced its Dollar Tree (DLTR) stake by 1.2% in Q2 2026, selling an estimated $520 and leaving 408 shares worth $49.3K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

CVA Family Office first reported a position in DLTR in Q1 2021 and has held it in 20 quarters since. The position peaked at $56.1K in Q4 2023. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • CVA Family Office held 408 shares of Dollar Tree worth $49.3K as of Q2 2026.
  • CVA Family Office sold 5 Dollar Tree shares in Q2 2026, an estimated $520.
  • Dollar Tree made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #606 holding.
  • CVA Family Office first reported a position in Dollar Tree in Q1 2021 and has held it in 20 quarters since.
  • CVA Family Office's Dollar Tree position peaked at $56.1K in Q4 2023.
  • 862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.