Intellus Advisors
DLTR icon

Intellus Advisors’s Dollar Tree DLTR Stock Holding History

Intellus 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
Q3 		$1.77M Buy
+15,497
New +$1.93M 0.21% 46

Other funds holding DLTR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Intellus Advisors's DLTR Position: Q3 2026 in Review

Intellus Advisors opened a new position in Dollar Tree (DLTR) in Q3 2026: 15,497 shares worth $1.77M. The stake represents 0.21% of the portfolio and ranks #46 among its holdings.

743 funds tracked by Wall St. Rank hold DLTR as of Q3 2026.

  • Intellus Advisors held 15,497 shares of Dollar Tree worth $1.77M as of Q3 2026.
  • Dollar Tree was a new Intellus Advisors position in Q3 2026.
  • Dollar Tree made up 0.21% of Intellus Advisors's portfolio in Q3 2026, its #46 holding.
  • 743 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2026.

Based on Intellus Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.