MBL Wealth
DLTR icon

MBL Wealth’s Dollar Tree DLTR Stock Holding History

MBL Wealth’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
Q3 		$509K Buy
+4,464
New +$555K 0.03% 308

Other funds holding DLTR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

MBL Wealth's DLTR Position: Q3 2026 in Review

MBL Wealth opened a new position in Dollar Tree (DLTR) in Q3 2026: 4,464 shares worth $509K. The stake represents 0.03% of the portfolio and ranks #308 among its holdings.

683 funds tracked by Wall St. Rank hold DLTR as of Q3 2026.

  • MBL Wealth held 4,464 shares of Dollar Tree worth $509K as of Q3 2026.
  • Dollar Tree was a new MBL Wealth position in Q3 2026.
  • Dollar Tree made up 0.03% of MBL Wealth's portfolio in Q3 2026, its #308 holding.
  • 683 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.