HWA
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HHM Wealth Advisors’s Dollar Tree DLTR Stock Holding History

HHM 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
2026
Q2 		$64.3K Hold
532
– – 0.01% 352
2026
Q1 		$58.3K Hold
532
– – 0.01% 350
2025
Q4 		$65.4K Sell
532
-268
-34% -$28.7K 0.01% 322
2025
Q3 		$75.5K Hold
800
– – 0.01% 312
2025
Q2 		$79.2K Hold
800
– – 0.01% 308
2025
Q1 		$60.1K Sell
800
-12
-1% -$858 0.01% 327
2024
Q4 		$60.9K Buy
+812
New +$55.7K 0.01% 323

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

HHM Wealth Advisors's DLTR Position: Q2 2026 in Review

HHM Wealth Advisors held its Dollar Tree (DLTR) position steady in Q2 2026 at 532 shares worth $64.3K. The position accounts for 0.01% of the portfolio, ranked #352.

HHM Wealth Advisors first reported a position in DLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $79.2K in Q2 2025. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • HHM Wealth Advisors held 532 shares of Dollar Tree worth $64.3K as of Q2 2026.
  • HHM Wealth Advisors left its Dollar Tree share count unchanged in Q2 2026.
  • Dollar Tree made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #352 holding.
  • HHM Wealth Advisors first reported a position in Dollar Tree in Q4 2024 and has held it in 7 quarters since.
  • HHM Wealth Advisors's Dollar Tree position peaked at $79.2K in Q2 2025.
  • 862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.