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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
Q2 		– Sell
-74
Closed -$8.1K – 275
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 $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

Lugano Financial Advisors SA (LFA)'s DLTR Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) sold out of Dollar Tree (DLTR) in Q2 2026, closing a stake of 74 shares — an estimated $8.1K sold.

Lugano Financial Advisors SA (LFA) first reported a position in DLTR in Q2 2025 and held it in 4 quarters. The position peaked at $9.1K in Q4 2025. 867 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Lugano Financial Advisors SA (LFA) reported no remaining Dollar Tree position as of Q2 2026 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 74 Dollar Tree shares in Q2 2026, an estimated $8.1K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Dollar Tree in Q2 2025 and held it in 4 quarters.
  • Lugano Financial Advisors SA (LFA)'s Dollar Tree position peaked at $9.1K in Q4 2025.
  • 867 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.