Global Financial Private Client’s Dollar Tree DLTR Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-512	Closed	-$38.4K	–	583
2025 Q1	$38.4K	Buy	512 +7	+1%	+$501	0.01%	368
2024 Q4	$37.8K	Buy	505 +5	+1%	+$343	0.01%	350
2024 Q3	$35.2K	Hold	500	–	–	0.01%	352
2024 Q2	$53.4K	Hold	500	–	–	0.02%	295
2024 Q1	$68K	Hold	500	–	–	0.03%	274
2023 Q4	$71K	Hold	500	–	–	0.03%	270
2023 Q3	$52.3K	Hold	500	–	–	0.03%	281
2023 Q2	$73.7K	Hold	500	–	–	0.04%	252
2023 Q1	$74K	Hold	500	–	–	0.04%	243
2022 Q4	$70.7K	Hold	500	–	–	0.04%	235
2022 Q3	$70.8K	Hold	500	–	–	0.04%	225
2022 Q2	$78.1K	Buy	+500	New	+$79.2K	0.04%	218

Other funds holding DLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Global Financial Private Client's DLTR Position: Q2 2025 in Review

Global Financial Private Client sold out of Dollar Tree (DLTR) in Q2 2025, closing a stake of 512 shares — an estimated $38.4K sold.

Global Financial Private Client first reported a position in DLTR in Q2 2022 and held it in 12 quarters. The position peaked at $78.1K in Q2 2022. 767 funds tracked by Wall St. Rank hold DLTR as of Q2 2025.

Global Financial Private Client reported no remaining Dollar Tree position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 512 Dollar Tree shares in Q2 2025, an estimated $38.4K.
Global Financial Private Client first reported a position in Dollar Tree in Q2 2022 and held it in 12 quarters.
Global Financial Private Client's Dollar Tree position peaked at $78.1K in Q2 2022.
767 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.