HB Wealth Management’s Dollar Tree DLTR Stock Holding History

HB 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	$664K	Sell	5,487 -729	-12%	-$75.8K	﹤0.01%	966
2026 Q1	$681K	Buy	6,216 +1,453	+31%	+$178K	﹤0.01%	828
2025 Q4	$586K	Buy	4,763 +1,140	+31%	+$122K	﹤0.01%	840
2025 Q3	$342K	Buy	3,623 +304	+9%	+$32.5K	﹤0.01%	1012
2025 Q2	$329K	Buy	+3,319	New	+$286K	﹤0.01%	904
2024 Q3	–	Sell	-2,920	Closed	-$312K	–	987
2024 Q2	$312K	Sell	2,920 -91	-3%	-$10.7K	﹤0.01%	702
2024 Q1	$401K	Buy	3,011 +199	+7%	+$27.4K	0.01%	562
2023 Q4	$399K	Buy	+2,812	New	+$333K	0.01%	519

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

HB Wealth Management's DLTR Position: Q2 2026 in Review

HB Wealth Management reduced its Dollar Tree (DLTR) stake by 12% in Q2 2026, selling an estimated $75.8K and leaving 5,487 shares worth $664K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

HB Wealth Management first reported a position in DLTR in Q4 2023 and has held it in 8 quarters since. The position peaked at $681K in Q1 2026. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

HB Wealth Management held 5,487 shares of Dollar Tree worth $664K as of Q2 2026.
HB Wealth Management sold 729 Dollar Tree shares in Q2 2026, an estimated $75.8K.
Dollar Tree made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #966 holding.
HB Wealth Management first reported a position in Dollar Tree in Q4 2023 and has held it in 8 quarters since.
HB Wealth Management's Dollar Tree position peaked at $681K in Q1 2026.
862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.