Golden State Wealth Management’s Dollar Tree DLTR Stock Holding History

Golden State Wealth Management’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 Q2	$26.1K	Buy	216 +106	+96%	+$11K	﹤0.01%	893
2026 Q1	$12K	Buy	110 +54	+96%	+$6.6K	﹤0.01%	1050
2025 Q4	$6.89K	Hold	56	–	–	﹤0.01%	1187
2025 Q3	$5.28K	Hold	56	–	–	﹤0.01%	1244
2025 Q2	$5.55K	Hold	56	–	–	﹤0.01%	1211
2025 Q1	$4.2K	Hold	56	–	–	﹤0.01%	1204
2024 Q4	$4.2K	Buy	+56	New	+$3.84K	﹤0.01%	1149

Other funds holding DLTR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EIG

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Golden State Wealth Management's DLTR Position: Q2 2026 in Review

Golden State Wealth Management increased its Dollar Tree (DLTR) stake by 96% in Q2 2026, buying an estimated $11K and bringing the position to 216 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Golden State Wealth Management first reported a position in DLTR in Q4 2024 and has held it in 7 quarters since. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

Golden State Wealth Management held 216 shares of Dollar Tree worth $26.1K as of Q2 2026.
Golden State Wealth Management bought 106 Dollar Tree shares in Q2 2026, an estimated $11K.
Dollar Tree made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #893 holding.
Golden State Wealth Management first reported a position in Dollar Tree in Q4 2024 and has held it in 7 quarters since.
862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.