LCWP
DLTR icon

Legacy Capital Wealth Partners’s Dollar Tree DLTR Stock Holding History

Legacy Capital Wealth Partners’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
Q2 		– Sell
-6,216
Closed -$467K – 375
2025
Q1 		$467K Buy
6,216
+1,633
+36% +$117K 0.11% 193
2024
Q4 		$343K Sell
4,583
-2,292
-33% -$157K 0.09% 246
2024
Q3 		$483K Buy
6,875
+4,321
+169% +$394K 0.1% 202
2024
Q2 		$273K Buy
+2,554
New +$302K 0.07% 257
2024
Q1 		– Sell
-1,995
Closed -$283K – 171
2023
Q4 		$283K Sell
1,995
-245
-11% -$29K 0.08% 224
2023
Q3 		$238K Buy
+2,240
New +$300K 0.07% 242
2023
Q2 		– Sell
-1,824
Closed -$262K – 92
2023
Q1 		$262K Buy
+1,824
New +$265K 0.07% 211

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return