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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $13.2B AUM 32.43% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Legacy Capital Wealth Partners's DLTR Position: Q2 2025 in Review

Legacy Capital Wealth Partners sold out of Dollar Tree (DLTR) in Q2 2025, closing a stake of 6,216 shares — an estimated $467K sold.

Legacy Capital Wealth Partners first reported a position in DLTR in Q1 2023 and held it in 7 quarters. The position peaked at $483K in Q3 2024. 768 funds tracked by Wall St. Rank hold DLTR as of Q2 2025.

Legacy Capital Wealth Partners reported no remaining Dollar Tree position as of Q2 2025 after selling out during the quarter.
Legacy Capital Wealth Partners sold 6,216 Dollar Tree shares in Q2 2025, an estimated $467K.
Legacy Capital Wealth Partners first reported a position in Dollar Tree in Q1 2023 and held it in 7 quarters.
Legacy Capital Wealth Partners's Dollar Tree position peaked at $483K in Q3 2024.
768 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.