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DLTR icon

Inspire Investing’s Dollar Tree DLTR Stock Holding History

Inspire Investing’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
Q1 		– Sell
-3,464
Closed -$260K – 823
2024
Q4 		$260K Sell
3,464
-560
-14% -$38.4K 0.03% 774
2024
Q3 		$283K Buy
4,024
+1,549
+63% +$141K 0.03% 818
2024
Q2 		$264K Sell
2,475
-839
-25% -$99.1K 0.03% 759
2024
Q1 		$441K Buy
3,314
+185
+6% +$25.5K 0.05% 347
2023
Q4 		$444K Sell
3,129
-306
-9% -$36.2K 0.05% 328
2023
Q3 		$366K Buy
3,435
+708
+26% +$94.8K 0.05% 314
2023
Q2 		$391K Buy
2,727
+108
+4% +$15.9K 0.05% 348
2023
Q1 		$376K Buy
2,619
+199
+8% +$28.9K 0.05% 307
2022
Q4 		$342K Sell
2,420
-3,489
-59% -$519K 0.04% 282
2022
Q3 		$804K Buy
5,909
+3,953
+202% +$615K 0.11% 150
2022
Q2 		$305K Sell
1,956
-303
-13% -$48K 0.04% 266
2022
Q1 		$362K Sell
2,259
-1,747
-44% -$247K 0.04% 280
2021
Q4 		$563K Sell
4,006
-112
-3% -$13.6K 0.06% 211
2021
Q3 		$394K Buy
4,118
+302
+8% +$29K 0.05% 243
2021
Q2 		$380K Buy
3,816
+159
+4% +$17.3K 0.05% 467
2021
Q1 		$419K Buy
3,657
+263
+8% +$28.3K 0.06% 380
2020
Q4 		$367K Sell
3,394
-2,765
-45% -$278K 0.08% 337
2020
Q3 		$563K Buy
6,159
+2,202
+56% +$207K 0.15% 139
2020
Q2 		$367K Sell
3,957
-363
-8% -$30.3K 0.13% 157
2020
Q1 		$317K Sell
4,320
-1,620
-27% -$138K 0.13% 203
2019
Q4 		$559K Buy
5,940
+1,442
+32% +$151K 0.2% 169
2019
Q3 		$513K Buy
4,498
+42
+0.9% +$4.39K 0.2% 160
2019
Q2 		$478K Sell
4,456
-1
-0% -$105 0.2% 193
2019
Q1 		$468K Buy
4,457
+1,245
+39% +$122K 0.22% 150
2018
Q4 		$290K Sell
3,212
-140
-4% -$11.8K 0.2% 131
2018
Q3 		$273K Buy
3,352
+207
+7% +$18.2K 0.17% 194
2018
Q2 		$267K Buy
3,145
+600
+24% +$55.3K 0.19% 174
2018
Q1 		$242K Buy
2,545
+867
+52% +$90.9K 0.25% 137
2017
Q4 		$180K Buy
+1,678
New +$164K 0.15% 124

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
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Inspire Investing's DLTR Position: Q1 2025 in Review

Inspire Investing sold out of Dollar Tree (DLTR) in Q1 2025, closing a stake of 3,464 shares — an estimated $260K sold.

Inspire Investing first reported a position in DLTR in Q4 2017 and held it in 29 quarters. The position peaked at $804K in Q3 2022. 716 funds tracked by Wall St. Rank hold DLTR as of Q1 2025.

  • Inspire Investing reported no remaining Dollar Tree position as of Q1 2025 after selling out during the quarter.
  • Inspire Investing sold 3,464 Dollar Tree shares in Q1 2025, an estimated $260K.
  • Inspire Investing first reported a position in Dollar Tree in Q4 2017 and held it in 29 quarters.
  • Inspire Investing's Dollar Tree position peaked at $804K in Q3 2022.
  • 716 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2025.

Based on Inspire Investing's 13F filing for Q1 2025, filed 3 Jun 2025.