Pinnacle Wealth Planning Services’s Dollar Tree DLTR Stock Holding History

Pinnacle Wealth Planning Services’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	$69.8K	Buy	578 +4	+0.7%	+$416	0.01%	1068
2026 Q1	$62.8K	Sell	574 -41	-7%	-$5.01K	0.01%	1063
2025 Q4	$75.6K	Buy	+615	New	+$65.9K	0.01%	946
2022 Q3	–	Sell	-1,355	Closed	-$211K	–	418
2022 Q2	$211K	Buy	1,355 +1	+0.1%	+$158	0.04%	335
2022 Q1	$217K	Buy	+1,354	New	+$192K	0.04%	356
2021 Q2	–	Sell	-1,929	Closed	-$221K	–	364
2021 Q1	$221K	Buy	1,929 +276	+17%	+$29.7K	0.06%	277
2020 Q4	$179K	Buy	+1,653	New	+$166K	0.04%	307

Other funds holding DLTR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's DLTR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Dollar Tree (DLTR) stake by 0.7% in Q2 2026, buying an estimated $416 and bringing the position to 578 shares worth $69.8K. The position accounts for 0.01% of the portfolio, ranked #1068.

Pinnacle Wealth Planning Services first reported a position in DLTR in Q4 2020 and has held it in 7 quarters since. The position peaked at $221K in Q1 2021. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

Pinnacle Wealth Planning Services held 578 shares of Dollar Tree worth $69.8K as of Q2 2026.
Pinnacle Wealth Planning Services bought 4 Dollar Tree shares in Q2 2026, an estimated $416.
Dollar Tree made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1068 holding.
Pinnacle Wealth Planning Services first reported a position in Dollar Tree in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Dollar Tree position peaked at $221K in Q1 2021.
862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.