Darwin Wealth Management’s Dollar Tree DLTR Stock Holding History

Darwin Wealth Management’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	$40.1K	Buy	+351	New	+$43.7K	0.01%	365

Other funds holding DLTR

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Darwin Wealth Management's DLTR Position: Q3 2026 in Review

Darwin Wealth Management opened a new position in Dollar Tree (DLTR) in Q3 2026: 351 shares worth $40.1K. The stake represents 0.01% of the portfolio and ranks #365 among its holdings.

538 funds tracked by Wall St. Rank hold DLTR as of Q3 2026.

Darwin Wealth Management held 351 shares of Dollar Tree worth $40.1K as of Q3 2026.
Dollar Tree was a new Darwin Wealth Management position in Q3 2026.
Dollar Tree made up 0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #365 holding.
538 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.