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Lugano Financial Advisors SA (LFA)’s Dollar Tree DLTR Stock Holding History

Lugano Financial Advisors SA (LFA)’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
Q1 		$8.1K Hold
74
– – ﹤0.01% 215
2025
Q4 		$9.1K Hold
74
– – ﹤0.01% 221
2025
Q3 		$6.98K Hold
74
– – ﹤0.01% 223
2025
Q2 		$7.33K Buy
+74
New +$6.39K ﹤0.01% 225

Other funds holding DLTR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Lugano Financial Advisors SA (LFA)'s DLTR Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) held its Dollar Tree (DLTR) position steady in Q1 2026 at 74 shares worth $8.1K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Lugano Financial Advisors SA (LFA) first reported a position in DLTR in Q2 2025 and has held it in 4 quarters since. The position peaked at $9.1K in Q4 2025. 852 funds tracked by Wall St. Rank hold DLTR as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) held 74 shares of Dollar Tree worth $8.1K as of Q1 2026.
  • Lugano Financial Advisors SA (LFA) left its Dollar Tree share count unchanged in Q1 2026.
  • Dollar Tree made up ﹤0.01% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #215 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in Dollar Tree in Q2 2025 and has held it in 4 quarters since.
  • Lugano Financial Advisors SA (LFA)'s Dollar Tree position peaked at $9.1K in Q4 2025.
  • 852 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.