Dogwood Wealth Management’s Dollar Tree DLTR Stock Holding History

Dogwood 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 Q2	–	Sell	-12	Closed	-$1.31K	–	866
2026 Q1	$1.31K	Buy	12 +9	+300%	+$1.1K	﹤0.01%	724
2025 Q4	$369	Buy	+3	New	+$321	﹤0.01%	674
2024 Q3	–	Hold	0	–	–	–	452
2024 Q2	–	Hold	0	–	–	–	423
2024 Q1	–	Hold	0	–	–	–	416
2023 Q4	–	Hold	0	–	–	–	384

Other funds holding DLTR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dogwood Wealth Management's DLTR Position: Q2 2026 in Review

Dogwood Wealth Management sold out of Dollar Tree (DLTR) in Q2 2026, closing a stake of 12 shares — an estimated $1.31K sold.

Dogwood Wealth Management first reported a position in DLTR in Q4 2025 and held it in 2 quarters. The position peaked at $1.31K in Q1 2026. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

Dogwood Wealth Management reported no remaining Dollar Tree position as of Q2 2026 after selling out during the quarter.
Dogwood Wealth Management sold 12 Dollar Tree shares in Q2 2026, an estimated $1.31K.
Dogwood Wealth Management first reported a position in Dollar Tree in Q4 2025 and held it in 2 quarters.
Dogwood Wealth Management's Dollar Tree position peaked at $1.31K in Q1 2026.
862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.