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Physician Wealth Advisors’s Dollar Tree DLTR Stock Holding History

Physician 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
Q2 		$9.68K Buy
80
+18
+29% +$1.87K ﹤0.01% 884
2026
Q1 		$6.79K Buy
62
+2
+3% +$244 ﹤0.01% 913
2025
Q4 		$7.38K Buy
60
+36
+150% +$3.86K ﹤0.01% 863
2025
Q3 		$2.27K Sell
24
-5
-17% -$535 ﹤0.01% 1167
2025
Q2 		$2.87K Buy
29
+5
+21% +$432 ﹤0.01% 924
2025
Q1 		$1.8K Hold
24
– – ﹤0.01% 889
2024
Q4 		$1.8K Buy
+24
New +$1.65K ﹤0.01% 860

Other funds holding DLTR

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Physician Wealth Advisors's DLTR Position: Q2 2026 in Review

Physician Wealth Advisors increased its Dollar Tree (DLTR) stake by 29% in Q2 2026, buying an estimated $1.87K and bringing the position to 80 shares worth $9.68K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Physician Wealth Advisors first reported a position in DLTR in Q4 2024 and has held it in 7 quarters since. 334 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Physician Wealth Advisors held 80 shares of Dollar Tree worth $9.68K as of Q2 2026.
  • Physician Wealth Advisors bought 18 Dollar Tree shares in Q2 2026, an estimated $1.87K.
  • Dollar Tree made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #884 holding.
  • Physician Wealth Advisors first reported a position in Dollar Tree in Q4 2024 and has held it in 7 quarters since.
  • 334 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.