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Gratus Wealth Advisors’s Dollar Tree DLTR Stock Holding History

Gratus 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
Q3 		– Sell
-2,624
Closed -$260K – 134
2025
Q2 		$260K Buy
+2,624
New +$226K 0.04% 118
2024
Q2 		– Sell
-2,624
Closed -$321K – 134
2024
Q1 		$321K Hold
2,624
– – 0.06% 107
2023
Q4 		$373K Buy
+2,624
New +$311K 0.07% 103

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Gratus Wealth Advisors's DLTR Position: Q3 2025 in Review

Gratus Wealth Advisors sold out of Dollar Tree (DLTR) in Q3 2025, closing a stake of 2,624 shares — an estimated $260K sold.

Gratus Wealth Advisors first reported a position in DLTR in Q4 2023 and held it in 3 quarters. The position peaked at $373K in Q4 2023. 777 funds tracked by Wall St. Rank hold DLTR as of Q3 2025.

  • Gratus Wealth Advisors reported no remaining Dollar Tree position as of Q3 2025 after selling out during the quarter.
  • Gratus Wealth Advisors sold 2,624 Dollar Tree shares in Q3 2025, an estimated $260K.
  • Gratus Wealth Advisors first reported a position in Dollar Tree in Q4 2023 and held it in 3 quarters.
  • Gratus Wealth Advisors's Dollar Tree position peaked at $373K in Q4 2023.
  • 777 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2025.

Based on Gratus Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.