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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
Q2 		$611K Sell
5,053
-563
-10% -$58.5K 0.01% 721
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 $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

Mount Yale Investment Advisors's DLTR Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Dollar Tree (DLTR) stake by 10% in Q2 2026, selling an estimated $58.5K and leaving 5,053 shares worth $611K. The position accounts for 0.01% of the portfolio, ranked #721.

Mount Yale Investment Advisors first reported a position in DLTR in Q1 2018 and has held it in 21 quarters since. The position peaked at $2.75M in Q3 2018. 867 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Mount Yale Investment Advisors held 5,053 shares of Dollar Tree worth $611K as of Q2 2026.
  • Mount Yale Investment Advisors sold 563 Dollar Tree shares in Q2 2026, an estimated $58.5K.
  • Dollar Tree made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #721 holding.
  • Mount Yale Investment Advisors first reported a position in Dollar Tree in Q1 2018 and has held it in 21 quarters since.
  • Mount Yale Investment Advisors's Dollar Tree position peaked at $2.75M in Q3 2018.
  • 867 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.