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Kelleher Financial Advisors’s Dollar Tree DLTR Stock Holding History

Kelleher Financial 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
Q2 		$11.9K Buy
+98
New +$10.2K ﹤0.01% 605

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

Kelleher Financial Advisors's DLTR Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Dollar Tree (DLTR) in Q2 2026: 98 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #605 among its holdings.

862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Kelleher Financial Advisors held 98 shares of Dollar Tree worth $11.9K as of Q2 2026.
  • Dollar Tree was a new Kelleher Financial Advisors position in Q2 2026.
  • Dollar Tree made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #605 holding.
  • 862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.