FFA
DLTR icon

Farther Finance Advisors’s Dollar Tree DLTR Stock Holding History

Farther Finance 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
Q1 		$407K Buy
3,742
+650
+21% +$79.4K ﹤0.01% 1541
2025
Q4 		$380K Sell
3,092
-649
-17% -$69.5K ﹤0.01% 1494
2025
Q3 		$353K Buy
3,741
+1,659
+80% +$178K 0.01% 1279
2025
Q2 		$206K Buy
2,082
+47
+2% +$4.06K ﹤0.01% 1373
2025
Q1 		$153K Sell
2,035
-353
-15% -$25.2K ﹤0.01% 1334
2024
Q4 		$179K Buy
2,388
+111
+5% +$7.62K 0.01% 1039
2024
Q3 		$160K Buy
2,277
+1,797
+374% +$164K 0.01% 1090
2024
Q2 		$51.4K Sell
480
-11
-2% -$1.3K ﹤0.01% 1403
2024
Q1 		$66.7K Buy
491
+81
+20% +$11.2K ﹤0.01% 1086
2023
Q4 		$58.2K Buy
410
+127
+45% +$15K ﹤0.01% 988
2023
Q3 		$30.1K Buy
283
+55
+24% +$7.37K ﹤0.01% 966
2023
Q2 		$32.7K Buy
228
+120
+111% +$17.7K 0.01% 818
2023
Q1 		$15.5K Buy
108
+5
+5% +$725 ﹤0.01% 976
2022
Q4 		$14.6K Buy
+103
New +$15.3K 0.01% 828

Other funds holding DLTR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return