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Medallion Wealth Advisors’s Dollar Tree DLTR Stock Holding History

Medallion Wealth 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 		$18K Hold
149
– – 0.01% 652
2026
Q1 		$16.3K Hold
149
– – 0.01% 687
2025
Q4 		$18.3K Hold
149
– – 0.01% 653
2025
Q3 		$14.1K Hold
149
– – 0.01% 698
2025
Q2 		$15.1K Hold
149
– – 0.01% 669
2025
Q1 		$11.2K Hold
149
– – 0.01% 668
2024
Q4 		$11.2K Buy
+149
New +$10.2K 0.01% 653

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 $3.37T AUM 44.26% 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

Medallion Wealth Advisors's DLTR Position: Q2 2026 in Review

Medallion Wealth Advisors held its Dollar Tree (DLTR) position steady in Q2 2026 at 149 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #652.

Medallion Wealth Advisors first reported a position in DLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.3K in Q4 2025. 866 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Medallion Wealth Advisors held 149 shares of Dollar Tree worth $18K as of Q2 2026.
  • Medallion Wealth Advisors left its Dollar Tree share count unchanged in Q2 2026.
  • Dollar Tree made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #652 holding.
  • Medallion Wealth Advisors first reported a position in Dollar Tree in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Dollar Tree position peaked at $18.3K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.