IFP Advisors’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $264K | Buy |
2,185
+492
| +29% | +$51.1K | ﹤0.01% | 1357 |
|
|
2026
Q1 | $185K | Sell |
1,693
-53
| -3% | -$6.47K | ﹤0.01% | 1435 |
|
|
2025
Q4 | $215K | Buy |
1,746
+28
| +2% | +$3K | ﹤0.01% | 1339 |
|
|
2025
Q3 | $162K | Sell |
1,718
-120
| -7% | -$12.8K | ﹤0.01% | 1397 |
|
|
2025
Q2 | $182K | Buy |
1,838
+627
| +52% | +$54.1K | 0.01% | 1313 |
|
|
2025
Q1 | $90.9K | Buy |
1,211
+501
| +71% | +$35.8K | ﹤0.01% | 1580 |
|
|
2024
Q4 | $53.3K | Sell |
710
-184
| -21% | -$12.6K | ﹤0.01% | 1800 |
|
|
2024
Q3 | $62.9K | Sell |
894
-1,707
| -66% | -$156K | ﹤0.01% | 1622 |
|
|
2024
Q2 | $278K | Buy |
2,601
+306
| +13% | +$36.1K | 0.01% | 879 |
|
|
2024
Q1 | $306K | Buy |
2,295
+45
| +2% | +$6.2K | 0.01% | 790 |
|
|
2023
Q4 | $320K | Buy |
2,250
+413
| +22% | +$48.9K | 0.02% | 742 |
|
|
2023
Q3 | $196K | Sell |
1,837
-1,826
| -50% | -$245K | 0.01% | 977 |
|
|
2023
Q2 | $527K | Buy |
3,663
+2,133
| +139% | +$314K | 0.02% | 630 |
|
|
2023
Q1 | $61K | Sell |
1,530
-8,291
| -84% | -$1.2M | ﹤0.01% | 1477 |
|
|
2022
Q4 | $453K | Buy |
9,821
+52
| +0.5% | +$7.74K | 0.01% | 936 |
|
|
2022
Q3 | $451K | Buy |
9,769
+6,340
| +185% | +$987K | 0.01% | 978 |
|
|
2022
Q2 | $186K | Hold |
3,429
| – | – | 0.01% | 1308 |
|
|
2022
Q1 | $186K | Buy |
3,429
+2,153
| +169% | +$305K | 0.01% | 1308 |
|
|
2021
Q4 | $182K | Sell |
1,276
-14
| -1% | -$1.7K | ﹤0.01% | 992 |
|
|
2021
Q3 | $124K | Buy |
1,290
+358
| +38% | +$34.4K | ﹤0.01% | 1193 |
|
|
2021
Q2 | $89K | Buy |
932
+796
| +585% | +$86.5K | ﹤0.01% | 1291 |
|
|
2021
Q1 | $16K | Buy |
136
+2
| +1% | +$215 | ﹤0.01% | 1928 |
|
|
2020
Q4 | $14K | Buy |
134
+129
| +2,580% | +$13K | ﹤0.01% | 1924 |
|
|
2020
Q3 | $0 | Sell |
5
-9
| -64% | -$847 | ﹤0.01% | 2869 |
|
|
2020
Q2 | $1K | Sell |
14
-55
| -80% | -$4.59K | ﹤0.01% | 2525 |
|
|
2020
Q1 | $5K | Sell |
69
-3,458
| -98% | -$294K | ﹤0.01% | 2047 |
|
|
2019
Q4 | $323K | Buy |
3,527
+175
| +5% | +$18.4K | 0.02% | 529 |
|
|
2019
Q3 | $382K | Buy |
+3,352
| New | +$351K | 0.03% | 559 |
|
|
2019
Q1 | $63K | Sell |
628
-2,889
| -82% | -$284K | 0.01% | 869 |
|
|
2018
Q4 | $309K | Sell |
3,517
-6,148
| -64% | -$519K | 0.02% | 704 |
|
|
2018
Q3 | $788K | Buy |
9,665
+5,815
| +151% | +$511K | 0.03% | 505 |
|
|
2018
Q2 | $327K | Sell |
3,850
-357
| -8% | -$32.9K | 0.01% | 846 |
|
|
2018
Q1 | $451K | Hold |
4,207
| – | – | 0.02% | 660 |
|
|
2017
Q4 | $451K | Sell |
4,207
-801
| -16% | -$78.3K | 0.02% | 659 |
|
|
2017
Q3 | $435K | Buy |
5,008
+16
| +0.3% | +$1.22K | 0.02% | 745 |
|
|
2017
Q2 | $349K | Sell |
4,992
-378
| -7% | -$29.2K | 0.01% | 832 |
|
|
2017
Q1 | $421K | Buy |
5,370
+604
| +13% | +$46.4K | 0.02% | 755 |
|
|
2016
Q4 | $368K | Buy |
4,766
+1,624
| +52% | +$131K | 0.02% | 763 |
|
|
2016
Q3 | $248K | Buy |
3,142
+126
| +4% | +$11.3K | 0.01% | 894 |
|
|
2016
Q2 | $284K | Buy |
3,016
+2,388
| +380% | +$202K | 0.02% | 811 |
|
|
2016
Q1 | $63K | Sell |
628
-2,183
| -78% | -$172K | 0.01% | 869 |
|
|
2015
Q4 | $217K | Buy |
+2,811
| New | +$197K | 0.01% | 801 |
|
Other funds holding DLTR
EIG
IFP Advisors's DLTR Position: Q2 2026 in Review
IFP Advisors increased its Dollar Tree (DLTR) stake by 29% in Q2 2026, buying an estimated $51.1K and bringing the position to 2,185 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.
IFP Advisors first reported a position in DLTR in Q4 2015 and has held it in 42 quarters since. The position peaked at $788K in Q3 2018. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.
- IFP Advisors held 2,185 shares of Dollar Tree worth $264K as of Q2 2026.
- IFP Advisors bought 492 Dollar Tree shares in Q2 2026, an estimated $51.1K.
- Dollar Tree made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1357 holding.
- IFP Advisors first reported a position in Dollar Tree in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Dollar Tree position peaked at $788K in Q3 2018.
- 862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.