IWM
DLTR icon

IMG Wealth Management’s Dollar Tree DLTR Stock Holding History

IMG 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 		$2.78K Buy
23
+12
+109% +$1.25K ﹤0.01% 449
2026
Q1 		$1.21K Buy
11
+1
+10% +$122 ﹤0.01% 466
2025
Q4 		$1.23K Buy
+10
New +$1.07K ﹤0.01% 544

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

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

IMG Wealth Management increased its Dollar Tree (DLTR) stake by 109% in Q2 2026, buying an estimated $1.25K and bringing the position to 23 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

IMG Wealth Management first reported a position in DLTR in Q4 2025 and has held it in 3 quarters since. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • IMG Wealth Management held 23 shares of Dollar Tree worth $2.78K as of Q2 2026.
  • IMG Wealth Management bought 12 Dollar Tree shares in Q2 2026, an estimated $1.25K.
  • Dollar Tree made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #449 holding.
  • IMG Wealth Management first reported a position in Dollar Tree in Q4 2025 and has held it in 3 quarters since.
  • 862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.