Evolve Private Wealth’s Dollar Tree DLTR Stock Holding History

Evolve Private Wealth’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 Q1	$2.46M	Buy	22,468 +20,498	+1,041%	+$2.5M	0.13%	147
2025 Q4	$242K	Buy	+1,970	New	+$211K	0.01%	807

Other funds holding DLTR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MRL

Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evolve Private Wealth's DLTR Position: Q1 2026 in Review

Evolve Private Wealth increased its Dollar Tree (DLTR) stake by 1,041% in Q1 2026, buying an estimated $2.5M and bringing the position to 22,468 shares worth $2.46M. The position accounts for 0.13% of the portfolio, ranked #147.

Evolve Private Wealth first reported a position in DLTR in Q4 2025 and has held it in 2 quarters since. 852 funds tracked by Wall St. Rank hold DLTR as of Q1 2026.

Evolve Private Wealth held 22,468 shares of Dollar Tree worth $2.46M as of Q1 2026.
Evolve Private Wealth bought 20,498 Dollar Tree shares in Q1 2026, an estimated $2.5M.
Dollar Tree made up 0.13% of Evolve Private Wealth's portfolio in Q1 2026, its #147 holding.
Evolve Private Wealth first reported a position in Dollar Tree in Q4 2025 and has held it in 2 quarters since.
852 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.