EWP
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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
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 $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Elevation Wealth Partners's DLTR Position: Q2 2026 in Review

Elevation Wealth Partners increased its Dollar Tree (DLTR) stake by 1,916% in Q2 2026, buying an estimated $37.8K and bringing the position to 383 shares worth $46.3K. The position accounts for 0.01% of the portfolio, ranked #321.

Elevation Wealth Partners first reported a position in DLTR in Q3 2025 and has held it in 3 quarters since. 203 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Elevation Wealth Partners held 383 shares of Dollar Tree worth $46.3K as of Q2 2026.
  • Elevation Wealth Partners bought 364 Dollar Tree shares in Q2 2026, an estimated $37.8K.
  • Dollar Tree made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #321 holding.
  • Elevation Wealth Partners first reported a position in Dollar Tree in Q3 2025 and has held it in 3 quarters since.
  • 203 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.