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Foundations Investment Advisors’s Dollar Tree DLTR Stock Holding History

Foundations Investment 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 		– Sell
-5,317
Closed -$654K – 1183
2025
Q4 		$654K Buy
+5,317
New +$570K 0.01% 619

Other funds holding DLTR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Foundations Investment Advisors's DLTR Position: Q1 2026 in Review

Foundations Investment Advisors sold out of Dollar Tree (DLTR) in Q1 2026, closing a stake of 5,317 shares — an estimated $654K sold.

Foundations Investment Advisors first reported a position in DLTR in Q4 2025 and held it in 1 quarter. The position peaked at $654K in Q4 2025. 852 funds tracked by Wall St. Rank hold DLTR as of Q1 2026.

  • Foundations Investment Advisors reported no remaining Dollar Tree position as of Q1 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 5,317 Dollar Tree shares in Q1 2026, an estimated $654K.
  • Foundations Investment Advisors first reported a position in Dollar Tree in Q4 2025 and held it in 1 quarter.
  • Foundations Investment Advisors's Dollar Tree position peaked at $654K in Q4 2025.
  • 852 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.