Elevation Wealth Partners
DLTR icon

Elevation Wealth Partners’s Dollar Tree DLTR Stock Holding History

Elevation Wealth Partners’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 		$51.3K Buy
450
+67
+17% +$8.33K 0.01% 385
2026
Q2 		$46.3K Buy
383
+364
+1,916% +$37.8K 0.01% 321
2026
Q1 		$2.08K Buy
+19
New +$2.32K ﹤0.01% 900
2025
Q4 		– Sell
-15
Closed -$1.42K – 972
2025
Q3 		$1.42K Buy
+15
New +$1.6K ﹤0.01% 704

Other funds holding DLTR

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Aware Super
Aware Super Sydney, Australia $7.51B AUM
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Elevation Wealth Partners's DLTR Position: Q3 2026 in Review

Elevation Wealth Partners increased its Dollar Tree (DLTR) stake by 17% in Q3 2026, buying an estimated $8.33K and bringing the position to 450 shares worth $51.3K. The position accounts for 0.01% of the portfolio, ranked #385.

Elevation Wealth Partners first reported a position in DLTR in Q3 2025 and has held it in 4 quarters since. 295 funds tracked by Wall St. Rank hold DLTR as of Q3 2026.

  • Elevation Wealth Partners held 450 shares of Dollar Tree worth $51.3K as of Q3 2026.
  • Elevation Wealth Partners bought 67 Dollar Tree shares in Q3 2026, an estimated $8.33K.
  • Dollar Tree made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #385 holding.
  • Elevation Wealth Partners first reported a position in Dollar Tree in Q3 2025 and has held it in 4 quarters since.
  • 295 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.