Financial Network Wealth Advisors’s Dollar Tree DLTR Stock Holding History

Financial Network 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 Q1	$7.23K	Sell	66 -13	-16%	-$1.59K	0.01%	509
2025 Q4	$9.72K	Hold	79	–	–	0.01%	473
2025 Q3	$7.46K	Hold	79	–	–	0.01%	494
2025 Q2	$7.82K	Buy	79 +15	+23%	+$1.29K	0.01%	471
2025 Q1	$4.8K	Buy	64 +13	+25%	+$930	0.01%	502
2024 Q4	$3.82K	Sell	51 -10	-16%	-$686	0.01%	370
2024 Q3	$4.29K	Sell	61 -10	-14%	-$912	﹤0.01%	543
2024 Q2	$7.51K	Buy	+71	New	+$8.38K	0.01%	540

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

Financial Network Wealth Advisors's DLTR Position: Q1 2026 in Review

Financial Network Wealth Advisors reduced its Dollar Tree (DLTR) stake by 16% in Q1 2026, selling an estimated $1.59K and leaving 66 shares worth $7.23K. The position accounts for 0.01% of the portfolio, ranked #509.

Financial Network Wealth Advisors first reported a position in DLTR in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.72K in Q4 2025. 852 funds tracked by Wall St. Rank hold DLTR as of Q1 2026.

Financial Network Wealth Advisors held 66 shares of Dollar Tree worth $7.23K as of Q1 2026.
Financial Network Wealth Advisors sold 13 Dollar Tree shares in Q1 2026, an estimated $1.59K.
Dollar Tree made up 0.01% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #509 holding.
Financial Network Wealth Advisors first reported a position in Dollar Tree in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's Dollar Tree position peaked at $9.72K in Q4 2025.
852 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.