LA
DLTR icon

LVW Advisors’s Dollar Tree DLTR Stock Holding History

LVW 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 		$387K Sell
3,197
-81
-2% -$8.42K 0.03% 292
2026
Q1 		$359K Buy
+3,278
New +$400K 0.03% 283

Other funds holding DLTR

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
AS
Aware Super Sydney, Australia $7.06B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

LVW Advisors's DLTR Position: Q2 2026 in Review

LVW Advisors reduced its Dollar Tree (DLTR) stake by 2.5% in Q2 2026, selling an estimated $8.42K and leaving 3,197 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #292.

LVW Advisors first reported a position in DLTR in Q1 2026 and has held it in 2 quarters since. 307 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • LVW Advisors held 3,197 shares of Dollar Tree worth $387K as of Q2 2026.
  • LVW Advisors sold 81 Dollar Tree shares in Q2 2026, an estimated $8.42K.
  • Dollar Tree made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #292 holding.
  • LVW Advisors first reported a position in Dollar Tree in Q1 2026 and has held it in 2 quarters since.
  • 307 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.