FFO
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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
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 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. 93 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.
  • 93 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.