EWA
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EverSource Wealth Advisors’s Dollar Tree DLTR Stock Holding History

EverSource Wealth Advisors’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 		$158K Sell
1,309
-593
-31% -$61.6K 0.01% 1135
2026
Q1 		$208K Buy
1,902
+351
+23% +$42.9K 0.01% 1030
2025
Q4 		$191K Buy
1,551
+300
+24% +$32.1K 0.01% 967
2025
Q3 		$118K Sell
1,251
-423
-25% -$45.3K ﹤0.01% 1192
2025
Q2 		$166K Buy
1,674
+1,316
+368% +$114K 0.01% 946
2025
Q1 		$26.9K Buy
358
+235
+191% +$16.8K ﹤0.01% 1538
2024
Q4 		$9.22K Sell
123
-596
-83% -$40.9K ﹤0.01% 2041
2024
Q3 		$50.6K Buy
719
+62
+9% +$5.65K ﹤0.01% 1065
2024
Q2 		$68.6K Buy
657
+171
+35% +$20.2K ﹤0.01% 950
2024
Q1 		$57.5K Buy
486
+110
+29% +$15.1K ﹤0.01% 917
2023
Q4 		$53.4K Buy
376
+39
+12% +$4.62K ﹤0.01% 874
2023
Q3 		$35.9K Sell
337
-46
-12% -$6.16K ﹤0.01% 934
2023
Q2 		$55K Sell
383
-105
-22% -$15.4K 0.01% 800
2023
Q1 		$70.1K Sell
488
-4
-0.8% -$580 0.01% 668
2022
Q4 		$69.6K Buy
492
+23
+5% +$3.42K 0.01% 630
2022
Q3 		$63K Buy
469
+55
+13% +$8.56K 0.01% 571
2022
Q2 		$64K Sell
414
-96
-19% -$15.2K 0.02% 530
2022
Q1 		$82K Sell
510
-265
-34% -$37.5K 0.02% 373
2021
Q4 		$109K Buy
+775
New +$94.1K 0.03% 299

Other funds holding DLTR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

EverSource Wealth Advisors's DLTR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Dollar Tree (DLTR) stake by 31% in Q2 2026, selling an estimated $61.6K and leaving 1,309 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #1135.

EverSource Wealth Advisors first reported a position in DLTR in Q4 2021 and has held it in 19 quarters since. The position peaked at $208K in Q1 2026. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • EverSource Wealth Advisors held 1,309 shares of Dollar Tree worth $158K as of Q2 2026.
  • EverSource Wealth Advisors sold 593 Dollar Tree shares in Q2 2026, an estimated $61.6K.
  • Dollar Tree made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1135 holding.
  • EverSource Wealth Advisors first reported a position in Dollar Tree in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Dollar Tree position peaked at $208K in Q1 2026.
  • 862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.