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Kerr Financial Planning’s Dollar Tree DLTR Stock Holding History

Kerr Financial Planning’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 		$36.3K Sell
300
-50
-14% -$5.2K 0.04% 207
2026
Q1 		$34.4K Sell
350
-30
-8% -$3.67K 0.02% 212
2025
Q4 		$45.6K Buy
+380
New +$40.7K 0.06% 185

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

Kerr Financial Planning's DLTR Position: Q2 2026 in Review

Kerr Financial Planning reduced its Dollar Tree (DLTR) stake by 14% in Q2 2026, selling an estimated $5.2K and leaving 300 shares worth $36.3K. The position accounts for 0.04% of the portfolio, ranked #207.

Kerr Financial Planning first reported a position in DLTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $45.6K in Q4 2025. 858 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Kerr Financial Planning held 300 shares of Dollar Tree worth $36.3K as of Q2 2026.
  • Kerr Financial Planning sold 50 Dollar Tree shares in Q2 2026, an estimated $5.2K.
  • Dollar Tree made up 0.04% of Kerr Financial Planning's portfolio in Q2 2026, its #207 holding.
  • Kerr Financial Planning first reported a position in Dollar Tree in Q4 2025 and has held it in 3 quarters since.
  • Kerr Financial Planning's Dollar Tree position peaked at $45.6K in Q4 2025.
  • 858 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.