GoalVest Advisory’s Dollar Tree DLTR Stock Holding History

GoalVest Advisory’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	$1.03K	Buy	+9	New	+$1.12K	﹤0.01%	684
2025 Q2	–	Sell	-3	Closed	-$225	–	409
2025 Q1	$225	Buy	+3	New	+$215	﹤0.01%	436

Other funds holding DLTR

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 Charlotte, North Carolina $5.72B AUM 38.26% 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

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

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

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

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return

GoalVest Advisory's DLTR Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Dollar Tree (DLTR) in Q3 2026: 9 shares worth $1.03K. The stake represents ﹤0.01% of the portfolio and ranks #684 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in DLTR as recently as Q1 2025.

GoalVest Advisory first reported a position in DLTR in Q1 2025 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold DLTR as of Q3 2026.

GoalVest Advisory held 9 shares of Dollar Tree worth $1.03K as of Q3 2026.
Dollar Tree was a new GoalVest Advisory position in Q3 2026.
Dollar Tree made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #684 holding.
GoalVest Advisory first reported a position in Dollar Tree in Q1 2025 and has held it in 2 quarters since.
70 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.