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HFM Investment Advisors’s Dollar Tree DLTR Stock Holding History

HFM Investment 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
2026
Q2 		$2.42K Buy
20
+10
+100% +$1.04K ﹤0.01% 384
2026
Q1 		$1.09K Hold
10
– – ﹤0.01% 374
2025
Q4 		$1.23K Hold
10
– – ﹤0.01% 396
2025
Q3 		$944 Buy
10
+2
+25% +$214 ﹤0.01% 400
2025
Q2 		$792 Buy
8
+6
+300% +$518 ﹤0.01% 464
2025
Q1 		$151 Buy
+2
New +$143 ﹤0.01% 734

Other funds holding DLTR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

HFM Investment Advisors's DLTR Position: Q2 2026 in Review

HFM Investment Advisors increased its Dollar Tree (DLTR) stake by 100% in Q2 2026, buying an estimated $1.04K and bringing the position to 20 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

HFM Investment Advisors first reported a position in DLTR in Q1 2025 and has held it in 6 quarters since. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • HFM Investment Advisors held 20 shares of Dollar Tree worth $2.42K as of Q2 2026.
  • HFM Investment Advisors bought 10 Dollar Tree shares in Q2 2026, an estimated $1.04K.
  • Dollar Tree made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #384 holding.
  • HFM Investment Advisors first reported a position in Dollar Tree in Q1 2025 and has held it in 6 quarters since.
  • 862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.