MYIA
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Mount Yale Investment Advisors’s Dollar Tree DLTR Stock Holding History

Mount Yale Investment 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
Q1 		$615K Buy
+5,616
New +$686K 0.01% 651
2025
Q3 		– Sell
-4,742
Closed -$470K – 898
2025
Q2 		$470K Buy
4,742
+702
+17% +$60.6K 0.04% 357
2025
Q1 		$303K Buy
+4,040
New +$289K 0.03% 433
2024
Q3 		– Sell
-1,895
Closed -$202K – 558
2024
Q2 		$202K Sell
1,895
-90
-5% -$10.6K 0.02% 515
2024
Q1 		$264K Buy
1,985
+93
+5% +$12.8K 0.02% 480
2023
Q4 		$269K Sell
1,892
-14
-0.7% -$1.66K 0.03% 438
2023
Q3 		$203K Buy
+1,906
New +$255K 0.02% 474
2021
Q2 		– Sell
-9,956
Closed -$1.14M – 428
2021
Q1 		$1.14M Sell
9,956
-607
-6% -$65.2K 0.15% 142
2020
Q4 		$1.14M Buy
10,563
+191
+2% +$19.2K 0.16% 144
2020
Q3 		$947K Sell
10,372
-427
-4% -$40.2K 0.13% 155
2020
Q2 		$1M Sell
10,799
-1,571
-13% -$131K 0.18% 126
2020
Q1 		$909K Sell
12,370
-10,296
-45% -$877K 0.21% 119
2019
Q4 		$1.97M Buy
22,666
+6,330
+39% +$664K 0.34% 76
2019
Q3 		$1.76M Sell
16,336
-3,905
-19% -$409K 0.31% 82
2019
Q2 		$1.87M Buy
20,241
+126
+0.6% +$13.3K 0.35% 68
2019
Q1 		$2.11M Buy
20,115
+15
+0.1% +$1.47K 0.4% 63
2018
Q4 		$1.96M Sell
20,100
-11,685
-37% -$987K 0.4% 63
2018
Q3 		$2.75M Buy
31,785
+8,662
+37% +$761K 0.48% 45
2018
Q2 		$1.97M Buy
23,123
+344
+2% +$31.7K 0.37% 64
2018
Q1 		$2.16M Buy
+22,779
New +$2.39M 0.46% 55

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

Mount Yale Investment Advisors's DLTR Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Dollar Tree (DLTR) in Q1 2026: 5,616 shares worth $615K. The stake represents 0.01% of the portfolio and ranks #651 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in DLTR as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in DLTR in Q1 2018 and has held it in 20 quarters since. The position peaked at $2.75M in Q3 2018. 852 funds tracked by Wall St. Rank hold DLTR as of Q1 2026.

  • Mount Yale Investment Advisors held 5,616 shares of Dollar Tree worth $615K as of Q1 2026.
  • Dollar Tree was a new Mount Yale Investment Advisors position in Q1 2026.
  • Dollar Tree made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #651 holding.
  • Mount Yale Investment Advisors first reported a position in Dollar Tree in Q1 2018 and has held it in 20 quarters since.
  • Mount Yale Investment Advisors's Dollar Tree position peaked at $2.75M in Q3 2018.
  • 852 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.