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Nvest Wealth Strategies’s Dollar Tree DLTR Stock Holding History

Nvest Wealth Strategies’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 		$484 Hold
4
– – ﹤0.01% 282
2026
Q1 		$439 Buy
+4
New +$489 ﹤0.01% 306

Other funds holding DLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Nvest Wealth Strategies's DLTR Position: Q2 2026 in Review

Nvest Wealth Strategies held its Dollar Tree (DLTR) position steady in Q2 2026 at 4 shares worth $484. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Nvest Wealth Strategies first reported a position in DLTR in Q1 2026 and has held it in 2 quarters since. 439 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Nvest Wealth Strategies held 4 shares of Dollar Tree worth $484 as of Q2 2026.
  • Nvest Wealth Strategies left its Dollar Tree share count unchanged in Q2 2026.
  • Dollar Tree made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #282 holding.
  • Nvest Wealth Strategies first reported a position in Dollar Tree in Q1 2026 and has held it in 2 quarters since.
  • 439 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.