Lido Advisors
DLTR icon

Lido Advisors’s Dollar Tree DLTR Stock Holding History

Lido 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 		$440K Sell
3,635
-1,751
-33% -$182K ﹤0.01% 1551
2026
Q1 		$590K Sell
5,386
-705
-12% -$86.1K ﹤0.01% 1207
2025
Q4 		$595K Buy
6,091
+443
+8% +$47.5K ﹤0.01% 1229
2025
Q3 		$533K Sell
5,648
-766
-12% -$82K ﹤0.01% 1207
2025
Q2 		$635K Sell
6,414
-1,744
-21% -$151K ﹤0.01% 1021
2025
Q1 		$612K Buy
8,158
+1,059
+15% +$75.7K ﹤0.01% 953
2024
Q4 		$532K Buy
7,099
+2,856
+67% +$196K ﹤0.01% 993
2024
Q3 		$298K Buy
4,243
+1,174
+38% +$107K ﹤0.01% 1173
2024
Q2 		$328K Sell
3,069
-216
-7% -$25.5K ﹤0.01% 1075
2024
Q1 		$437K Buy
3,285
+944
+40% +$130K ﹤0.01% 944
2023
Q4 		$333K Buy
+2,341
New +$277K ﹤0.01% 993
2021
Q1 		– Sell
-3,908
Closed -$422K – 856
2020
Q4 		$422K Buy
3,908
+13
+0.3% +$1.3K 0.01% 522
2020
Q3 		$356K Sell
3,895
-25
-0.6% -$2.35K 0.01% 446
2020
Q2 		$363K Sell
3,920
-68
-2% -$5.67K 0.01% 408
2020
Q1 		$293K Buy
+3,988
New +$340K 0.01% 423

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 $3.38T AUM 44.17% 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

Lido Advisors's DLTR Position: Q2 2026 in Review

Lido Advisors reduced its Dollar Tree (DLTR) stake by 33% in Q2 2026, selling an estimated $182K and leaving 3,635 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

Lido Advisors first reported a position in DLTR in Q1 2020 and has held it in 15 quarters since. The position peaked at $635K in Q2 2025. 867 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Lido Advisors held 3,635 shares of Dollar Tree worth $440K as of Q2 2026.
  • Lido Advisors sold 1,751 Dollar Tree shares in Q2 2026, an estimated $182K.
  • Dollar Tree made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1551 holding.
  • Lido Advisors first reported a position in Dollar Tree in Q1 2020 and has held it in 15 quarters since.
  • Lido Advisors's Dollar Tree position peaked at $635K in Q2 2025.
  • 867 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.