Perigon Wealth Management’s Dollar Tree DLTR Stock Holding History

Perigon Wealth Management’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 Q3	$247K	Buy	2,163 +458	+27%	+$57K	﹤0.01%	1261
2026 Q2	$206K	Buy	+1,705	New	+$177K	﹤0.01%	1357
2025 Q2	–	Sell	-2,963	Closed	-$222K	–	1071
2025 Q1	$222K	Buy	+2,963	New	+$212K	0.01%	926
2024 Q4	–	Sell	-5,212	Closed	-$367K	–	1057
2024 Q3	$367K	Buy	5,212 +871	+20%	+$79.4K	0.01%	715
2024 Q2	$463K	Buy	4,341 +893	+26%	+$105K	0.01%	552
2024 Q1	$459K	Buy	3,448 +759	+28%	+$104K	0.01%	559
2023 Q4	$382K	Sell	2,689 -1,189	-31%	-$141K	0.01%	582
2023 Q3	$413K	Buy	3,878 +917	+31%	+$123K	0.02%	490
2023 Q2	$425K	Sell	2,961 -29	-1%	-$4.27K	0.02%	503
2023 Q1	$429K	Buy	+2,990	New	+$434K	0.02%	430
2021 Q4	–	Sell	-3,143	Closed	-$301K	–	589
2021 Q3	$301K	Buy	+3,143	New	+$302K	0.03%	419
2020 Q4	–	Sell	-4,069	Closed	-$372K	–	1065
2020 Q3	$372K	Buy	+4,069	New	+$383K	0.05%	265

Other funds holding DLTR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Perigon Wealth Management's DLTR Position: Q3 2026 in Review

Perigon Wealth Management increased its Dollar Tree (DLTR) stake by 27% in Q3 2026, buying an estimated $57K and bringing the position to 2,163 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Perigon Wealth Management first reported a position in DLTR in Q3 2020 and has held it in 12 quarters since. The position peaked at $463K in Q2 2024. 441 funds tracked by Wall St. Rank hold DLTR as of Q3 2026.

Perigon Wealth Management held 2,163 shares of Dollar Tree worth $247K as of Q3 2026.
Perigon Wealth Management bought 458 Dollar Tree shares in Q3 2026, an estimated $57K.
Dollar Tree made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1261 holding.
Perigon Wealth Management first reported a position in Dollar Tree in Q3 2020 and has held it in 12 quarters since.
Perigon Wealth Management's Dollar Tree position peaked at $463K in Q2 2024.
441 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.