IFWM
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Institute for Wealth Management’s Dollar Tree DLTR Stock Holding History

Institute for 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 		$221K Hold
1,828
– – 0.02% 492
2026
Q1 		$200K Sell
1,828
-3
-0.2% -$367 0.02% 531
2025
Q4 		$225K Buy
+1,831
New +$196K 0.02% 509
2024
Q3 		– Sell
-1,987
Closed -$212K – 551
2024
Q2 		$212K Buy
1,987
+3
+0.2% +$354 0.03% 467
2024
Q1 		$264K Buy
1,984
+5
+0.3% +$688 0.03% 417
2023
Q4 		$281K Hold
1,979
– – 0.05% 383
2023
Q3 		$211K Sell
1,979
-44
-2% -$5.89K 0.04% 426
2023
Q2 		$290K Hold
2,023
– – 0.05% 369
2023
Q1 		$290K Sell
2,023
-7
-0.3% -$1.02K 0.06% 364
2022
Q4 		$287K Sell
2,030
-33
-2% -$4.91K 0.06% 357
2022
Q3 		$281K Hold
2,063
– – 0.06% 350
2022
Q2 		$321K Sell
2,063
-27
-1% -$4.28K 0.06% 374
2022
Q1 		$335K Sell
2,090
-24
-1% -$3.4K 0.05% 393
2021
Q4 		$297K Buy
+2,114
New +$257K 0.05% 381
2021
Q3 		– Sell
-2,063
Closed -$205K – 489
2021
Q2 		$205K Hold
2,063
– – 0.04% 458
2021
Q1 		$236K Sell
2,063
-5
-0.2% -$537 0.04% 408
2020
Q4 		$223K Buy
+2,068
New +$208K 0.04% 408
2020
Q1 		– Sell
-2,980
Closed -$280K – 438
2019
Q4 		$280K Buy
2,980
+33
+1% +$3.46K 0.06% 360
2019
Q3 		$336K Buy
2,947
+72
+3% +$7.53K 0.08% 307
2019
Q2 		$309K Buy
2,875
+66
+2% +$6.94K 0.07% 347
2019
Q1 		$295K Buy
+2,809
New +$276K 0.06% 340
2018
Q1 		– Sell
-6,541
Closed -$703K – 291
2017
Q4 		$703K Buy
+6,541
New +$639K 0.16% 182

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

Institute for Wealth Management's DLTR Position: Q2 2026 in Review

Institute for Wealth Management held its Dollar Tree (DLTR) position steady in Q2 2026 at 1,828 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #492.

Institute for Wealth Management first reported a position in DLTR in Q4 2017 and has held it in 22 quarters since. The position peaked at $703K in Q4 2017. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Institute for Wealth Management held 1,828 shares of Dollar Tree worth $221K as of Q2 2026.
  • Institute for Wealth Management left its Dollar Tree share count unchanged in Q2 2026.
  • Dollar Tree made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #492 holding.
  • Institute for Wealth Management first reported a position in Dollar Tree in Q4 2017 and has held it in 22 quarters since.
  • Institute for Wealth Management's Dollar Tree position peaked at $703K in Q4 2017.
  • 862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.