DiNuzzo Private Wealth’s Dollar Tree DLTR Stock Holding History

DiNuzzo Private Wealth’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	$3.27K	Sell	27 -5	-16%	-$520	﹤0.01%	513
2026 Q1	$3.5K	Buy	32 +3	+10%	+$367	﹤0.01%	468
2025 Q4	$3.57K	Buy	29 +3	+12%	+$321	﹤0.01%	449
2025 Q3	$2.84K	Hold	26	–	–	﹤0.01%	524
2025 Q2	$2.58K	Buy	26 +22	+550%	+$1.9K	﹤0.01%	537
2025 Q1	$301	Sell	4 -1	-20%	-$72	﹤0.01%	1180
2024 Q4	$375	Sell	5 -8	-62%	-$549	﹤0.01%	1158
2024 Q3	$915	Sell	13 -16	-55%	-$1.46K	﹤0.01%	889
2024 Q2	$3.1K	Buy	29 +3	+12%	+$354	﹤0.01%	387
2024 Q1	$3.46K	Buy	26 +3	+13%	+$413	﹤0.01%	316
2023 Q4	$3.27K	Buy	+23	New	+$2.72K	﹤0.01%	310

Other funds holding DLTR

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

DiNuzzo Private Wealth's DLTR Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Dollar Tree (DLTR) stake by 16% in Q2 2026, selling an estimated $520 and leaving 27 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

DiNuzzo Private Wealth first reported a position in DLTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.57K in Q4 2025. 203 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

DiNuzzo Private Wealth held 27 shares of Dollar Tree worth $3.27K as of Q2 2026.
DiNuzzo Private Wealth sold 5 Dollar Tree shares in Q2 2026, an estimated $520.
Dollar Tree made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #513 holding.
DiNuzzo Private Wealth first reported a position in Dollar Tree in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Dollar Tree position peaked at $3.57K in Q4 2025.
203 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.