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Forvis Mazars Wealth Advisors’s Dollar Tree DLTR Stock Holding History

Forvis Mazars 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
2025
Q1 		– Sell
-3,879
Closed -$291K – 398
2024
Q4 		$291K Buy
3,879
+5
+0.1% +$343 0.01% 374
2024
Q3 		$272K Buy
+3,874
New +$353K 0.01% 397
2021
Q1 		– Sell
-4,663
Closed -$504K – 302
2020
Q4 		$504K Buy
4,663
+897
+24% +$90.1K 0.03% 225
2020
Q3 		$344K Buy
+3,766
New +$354K 0.02% 243

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forvis Mazars Wealth Advisors's DLTR Position: Q1 2025 in Review

Forvis Mazars Wealth Advisors sold out of Dollar Tree (DLTR) in Q1 2025, closing a stake of 3,879 shares — an estimated $291K sold.

Forvis Mazars Wealth Advisors first reported a position in DLTR in Q3 2020 and held it in 4 quarters. The position peaked at $504K in Q4 2020. 716 funds tracked by Wall St. Rank hold DLTR as of Q1 2025.

  • Forvis Mazars Wealth Advisors reported no remaining Dollar Tree position as of Q1 2025 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 3,879 Dollar Tree shares in Q1 2025, an estimated $291K.
  • Forvis Mazars Wealth Advisors first reported a position in Dollar Tree in Q3 2020 and held it in 4 quarters.
  • Forvis Mazars Wealth Advisors's Dollar Tree position peaked at $504K in Q4 2020.
  • 716 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.