NRWA
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North Ridge Wealth Advisors’s Dollar Tree DLTR Stock Holding History

North Ridge 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
Q1 		$3.29K Hold
30
– – ﹤0.01% 160
2025
Q4 		$3.69K Hold
30
– – ﹤0.01% 145
2025
Q3 		$2.83K Hold
30
– – ﹤0.01% 155
2025
Q2 		$2.97K Hold
30
– – ﹤0.01% 144
2025
Q1 		$2.25K Hold
30
– – ﹤0.01% 137
2024
Q4 		$2.25K Buy
+30
New +$2.06K ﹤0.01% 148

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
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 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
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
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

North Ridge Wealth Advisors's DLTR Position: Q1 2026 in Review

North Ridge Wealth Advisors held its Dollar Tree (DLTR) position steady in Q1 2026 at 30 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #160.

North Ridge Wealth Advisors first reported a position in DLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.69K in Q4 2025. 858 funds tracked by Wall St. Rank hold DLTR as of Q1 2026.

  • North Ridge Wealth Advisors held 30 shares of Dollar Tree worth $3.29K as of Q1 2026.
  • North Ridge Wealth Advisors left its Dollar Tree share count unchanged in Q1 2026.
  • Dollar Tree made up ﹤0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #160 holding.
  • North Ridge Wealth Advisors first reported a position in Dollar Tree in Q4 2024 and has held it in 6 quarters since.
  • North Ridge Wealth Advisors's Dollar Tree position peaked at $3.69K in Q4 2025.
  • 858 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.