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Mutual Advisors’s Dollar Tree DLTR Stock Holding History

Mutual 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
2025
Q3 		– Sell
-2,406
Closed -$275K – 1296
2025
Q2 		$275K Buy
+2,406
New +$208K 0.01% 1002
2022
Q2 		– Sell
-4,435
Closed -$710K – 864
2022
Q1 		$710K Buy
+4,435
New +$627K 0.04% 475

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mutual Advisors's DLTR Position: Q3 2025 in Review

Mutual Advisors sold out of Dollar Tree (DLTR) in Q3 2025, closing a stake of 2,406 shares — an estimated $275K sold.

Mutual Advisors first reported a position in DLTR in Q1 2022 and held it in 2 quarters. The position peaked at $710K in Q1 2022. 778 funds tracked by Wall St. Rank hold DLTR as of Q3 2025.

  • Mutual Advisors reported no remaining Dollar Tree position as of Q3 2025 after selling out during the quarter.
  • Mutual Advisors sold 2,406 Dollar Tree shares in Q3 2025, an estimated $275K.
  • Mutual Advisors first reported a position in Dollar Tree in Q1 2022 and held it in 2 quarters.
  • Mutual Advisors's Dollar Tree position peaked at $710K in Q1 2022.
  • 778 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2025.

Based on Mutual Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.