HWM
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Hemington Wealth Management’s Dollar Tree DLTR Stock Holding History

Hemington 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
2025
Q3 		$19K Buy
206
+47
+30% +$5.03K ﹤0.01% 639
2025
Q2 		$15K Buy
159
+58
+57% +$5.01K ﹤0.01% 715
2025
Q1 		$7K Buy
101
+7
+7% +$501 ﹤0.01% 913
2024
Q4 		$7K Buy
94
+40
+74% +$2.75K ﹤0.01% 884
2024
Q3 		$3K Buy
+54
New +$4.92K ﹤0.01% 1061

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

Hemington Wealth Management's DLTR Position: Q3 2025 in Review

Hemington Wealth Management increased its Dollar Tree (DLTR) stake by 30% in Q3 2025, buying an estimated $5.03K and bringing the position to 206 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Hemington Wealth Management first reported a position in DLTR in Q3 2024 and has held it in 5 quarters since. 777 funds tracked by Wall St. Rank hold DLTR as of Q3 2025.

  • Hemington Wealth Management held 206 shares of Dollar Tree worth $19K as of Q3 2025.
  • Hemington Wealth Management bought 47 Dollar Tree shares in Q3 2025, an estimated $5.03K.
  • Dollar Tree made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #639 holding.
  • Hemington Wealth Management first reported a position in Dollar Tree in Q3 2024 and has held it in 5 quarters since.
  • 777 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.