CI
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CX Institutional’s Dollar Tree DLTR Stock Holding History

CX Institutional’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
Q3 		$330K Buy
2,894
+96
+3% +$11.9K 0.01% 600
2026
Q2 		$338K Buy
2,798
+181
+7% +$18.8K 0.01% 584
2026
Q1 		$287K Sell
2,617
-139
-5% -$17K 0.01% 618
2025
Q4 		$339K Buy
2,756
+107
+4% +$11.5K 0.01% 534
2025
Q3 		$250K Sell
2,649
-24
-0.9% -$2.57K 0.01% 622
2025
Q2 		$265K Buy
2,673
+2,098
+365% +$181K 0.01% 539
2025
Q1 		$43K Buy
+575
New +$41.1K ﹤0.01% 854
2022
Q3 		– Sell
-713
Closed -$111K – 625
2022
Q2 		$111K Buy
+713
New +$113K 0.01% 538
2021
Q4 		– Sell
-408
Closed -$39K – 468
2021
Q3 		$39K Sell
408
-98
-19% -$9.43K ﹤0.01% 621
2021
Q2 		$50K Buy
506
+123
+32% +$13.4K ﹤0.01% 565
2021
Q1 		$44K Buy
383
+80
+26% +$8.6K ﹤0.01% 515
2020
Q4 		$33K Buy
303
+137
+83% +$13.8K ﹤0.01% 513
2020
Q3 		$15K Buy
166
+24
+17% +$2.26K ﹤0.01% 606
2020
Q2 		$13K Buy
142
+77
+118% +$6.42K ﹤0.01% 521
2020
Q1 		$5K Buy
65
+19
+41% +$1.62K ﹤0.01% 542
2019
Q4 		$4K Sell
46
-24
-34% -$2.52K ﹤0.01% 578
2019
Q3 		$8K Sell
70
-26
-27% -$2.72K ﹤0.01% 492
2019
Q2 		$10K Sell
96
-17
-15% -$1.79K ﹤0.01% 487
2019
Q1 		$12K Buy
113
+102
+927% +$10K ﹤0.01% 437
2018
Q4 		$1K Buy
+11
New +$929 ﹤0.01% 481

Other funds holding DLTR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

CX Institutional's DLTR Position: Q3 2026 in Review

CX Institutional increased its Dollar Tree (DLTR) stake by 3.4% in Q3 2026, buying an estimated $11.9K and bringing the position to 2,894 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #600.

CX Institutional first reported a position in DLTR in Q4 2018 and has held it in 20 quarters since. The position peaked at $339K in Q4 2025. 57 funds tracked by Wall St. Rank hold DLTR as of Q3 2026.

  • CX Institutional held 2,894 shares of Dollar Tree worth $330K as of Q3 2026.
  • CX Institutional bought 96 Dollar Tree shares in Q3 2026, an estimated $11.9K.
  • Dollar Tree made up 0.01% of CX Institutional's portfolio in Q3 2026, its #600 holding.
  • CX Institutional first reported a position in Dollar Tree in Q4 2018 and has held it in 20 quarters since.
  • CX Institutional's Dollar Tree position peaked at $339K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.