Empirical Wealth Management’s Dollar Tree DLTR Stock Holding History

Empirical 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	$593K	Buy	4,900 +1,546	+46%	+$161K	0.01%	612
2026 Q1	$367K	Buy	3,354 +1,513	+82%	+$185K	0.01%	702
2025 Q4	$226K	Buy	+1,841	New	+$197K	﹤0.01%	812
2023 Q1	–	Sell	-2,033	Closed	-$288K	–	471
2022 Q4	$288K	Sell	2,033 -232	-10%	-$34.5K	0.01%	387
2022 Q3	$308K	Buy	2,265 +146	+7%	+$22.7K	0.02%	373
2022 Q2	$330K	Sell	2,119 -562	-21%	-$89K	0.02%	366
2022 Q1	$429K	Sell	2,681 -1,922	-42%	-$272K	0.02%	351
2021 Q4	$647K	Sell	4,603 -706	-13%	-$85.7K	0.03%	291
2021 Q3	$508K	Buy	+5,309	New	+$511K	0.03%	295
2021 Q1	–	Sell	-3,086	Closed	-$333K	–	403
2020 Q4	$333K	Buy	3,086 +468	+18%	+$47K	0.03%	293
2020 Q3	$239K	Buy	2,618 +23	+0.9%	+$2.16K	0.02%	302
2020 Q2	$241K	Buy	+2,595	New	+$216K	0.02%	297

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

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

Empirical Wealth Management increased its Dollar Tree (DLTR) stake by 46% in Q2 2026, buying an estimated $161K and bringing the position to 4,900 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #612.

Empirical Wealth Management first reported a position in DLTR in Q2 2020 and has held it in 12 quarters since. The position peaked at $647K in Q4 2021. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

Empirical Wealth Management held 4,900 shares of Dollar Tree worth $593K as of Q2 2026.
Empirical Wealth Management bought 1,546 Dollar Tree shares in Q2 2026, an estimated $161K.
Dollar Tree made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #612 holding.
Empirical Wealth Management first reported a position in Dollar Tree in Q2 2020 and has held it in 12 quarters since.
Empirical Wealth Management's Dollar Tree position peaked at $647K in Q4 2021.
862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.