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Financial Management Professionals’s Dollar Tree DLTR Stock Holding History

Financial Management Professionals’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 		$3.75K Buy
31
+2
+7% +$208 ﹤0.01% 719
2026
Q1 		$3.18K Hold
29
– – ﹤0.01% 668
2025
Q4 		$3.57K Hold
29
– – ﹤0.01% 654
2025
Q3 		$2.74K Sell
29
-2
-6% -$214 ﹤0.01% 672
2025
Q2 		$3.07K Buy
+31
New +$2.68K ﹤0.01% 687
2024
Q3 		– Sell
-13
Closed -$1K – 951
2024
Q2 		$1K Sell
13
-27
-68% -$3.19K ﹤0.01% 772
2024
Q1 		$5K Hold
40
– – ﹤0.01% 639
2023
Q4 		$6K Buy
40
+13
+48% +$1.54K ﹤0.01% 626
2023
Q3 		$3K Sell
27
-38
-58% -$5.09K ﹤0.01% 656
2023
Q2 		$9K Hold
65
– – ﹤0.01% 553
2023
Q1 		$9K Hold
65
– – ﹤0.01% 578
2022
Q4 		$9K Buy
65
+17
+35% +$2.53K ﹤0.01% 521
2022
Q3 		$7K Sell
48
-45
-48% -$7K ﹤0.01% 540
2022
Q2 		$14K Buy
93
+34
+58% +$5.39K ﹤0.01% 421
2022
Q1 		$9K Buy
59
+32
+119% +$4.53K ﹤0.01% 543
2021
Q4 		$4K Hold
27
– – ﹤0.01% 608
2021
Q3 		$3K Buy
27
+10
+59% +$962 ﹤0.01% 647
2021
Q2 		$2K Buy
+17
New +$1.85K ﹤0.01% 663

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 Management Professionals's DLTR Position: Q2 2026 in Review

Financial Management Professionals increased its Dollar Tree (DLTR) stake by 6.9% in Q2 2026, buying an estimated $208 and bringing the position to 31 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Financial Management Professionals first reported a position in DLTR in Q2 2021 and has held it in 18 quarters since. The position peaked at $14K in Q2 2022. 203 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Financial Management Professionals held 31 shares of Dollar Tree worth $3.75K as of Q2 2026.
  • Financial Management Professionals bought 2 Dollar Tree shares in Q2 2026, an estimated $208.
  • Dollar Tree made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #719 holding.
  • Financial Management Professionals first reported a position in Dollar Tree in Q2 2021 and has held it in 18 quarters since.
  • Financial Management Professionals's Dollar Tree position peaked at $14K in Q2 2022.
  • 203 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.