Fortitude Family Office’s Dollar Tree DLTR Stock Holding History

Fortitude Family Office’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 Q3	$41K	Buy	360 +36	+11%	+$4.48K	0.01%	528
2026 Q2	$39.2K	Buy	324 +148	+84%	+$15.4K	0.01%	341
2026 Q1	$19.3K	Buy	176 +31	+21%	+$3.79K	﹤0.01%	440
2025 Q4	$17.8K	Buy	145 +39	+37%	+$4.18K	﹤0.01%	430
2025 Q3	$10K	Buy	106 +20	+23%	+$2.14K	﹤0.01%	570
2025 Q2	$8.52K	Buy	+86	New	+$7.42K	﹤0.01%	611
2024 Q3	–	Sell	-33	Closed	-$3.52K	–	1226
2024 Q2	$3.52K	Hold	33	–	–	﹤0.01%	695
2024 Q1	$4.39K	Hold	33	–	–	﹤0.01%	664
2023 Q4	$4.69K	Buy	+33	New	+$3.91K	﹤0.01%	679

Other funds holding DLTR

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Fortitude Family Office's DLTR Position: Q3 2026 in Review

Fortitude Family Office increased its Dollar Tree (DLTR) stake by 11% in Q3 2026, buying an estimated $4.48K and bringing the position to 360 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #528.

Fortitude Family Office first reported a position in DLTR in Q4 2023 and has held it in 9 quarters since. 86 funds tracked by Wall St. Rank hold DLTR as of Q3 2026.

Fortitude Family Office held 360 shares of Dollar Tree worth $41K as of Q3 2026.
Fortitude Family Office bought 36 Dollar Tree shares in Q3 2026, an estimated $4.48K.
Dollar Tree made up 0.01% of Fortitude Family Office's portfolio in Q3 2026, its #528 holding.
Fortitude Family Office first reported a position in Dollar Tree in Q4 2023 and has held it in 9 quarters since.
86 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.