FC
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Financial Consulate’s Dollar Tree DLTR Stock Holding History

Financial Consulate’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 		$63.7K Buy
527
+11
+2% +$1.14K 0.01% 305
2026
Q1 		$56.5K Buy
516
+12
+2% +$1.47K 0.01% 305
2025
Q4 		$62K Sell
504
-6
-1% -$643 0.01% 294
2025
Q3 		$48.1K Buy
+510
New +$54.6K 0.01% 316

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

Financial Consulate's DLTR Position: Q2 2026 in Review

Financial Consulate increased its Dollar Tree (DLTR) stake by 2.1% in Q2 2026, buying an estimated $1.14K and bringing the position to 527 shares worth $63.7K. The position accounts for 0.01% of the portfolio, ranked #305.

Financial Consulate first reported a position in DLTR in Q3 2025 and has held it in 4 quarters since. 203 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Financial Consulate held 527 shares of Dollar Tree worth $63.7K as of Q2 2026.
  • Financial Consulate bought 11 Dollar Tree shares in Q2 2026, an estimated $1.14K.
  • Dollar Tree made up 0.01% of Financial Consulate's portfolio in Q2 2026, its #305 holding.
  • Financial Consulate first reported a position in Dollar Tree in Q3 2025 and has held it in 4 quarters since.
  • 203 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.