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Pitcairn Wealth Advisors’s Dollar Tree DLTR Stock Holding History

Pitcairn 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 		$368K Buy
3,045
+1,085
+55% +$113K 0.04% 218
2026
Q1 		$241K Buy
1,960
+96
+5% +$11.7K 0.02% 249
2025
Q4 		$229K Buy
+1,864
New +$200K 0.02% 254

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Pitcairn Wealth Advisors increased its Dollar Tree (DLTR) stake by 55% in Q2 2026, buying an estimated $113K and bringing the position to 3,045 shares worth $368K. The position accounts for 0.04% of the portfolio, ranked #218.

Pitcairn Wealth Advisors first reported a position in DLTR in Q4 2025 and has held it in 3 quarters since. 861 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Pitcairn Wealth Advisors held 3,045 shares of Dollar Tree worth $368K as of Q2 2026.
  • Pitcairn Wealth Advisors bought 1,085 Dollar Tree shares in Q2 2026, an estimated $113K.
  • Dollar Tree made up 0.04% of Pitcairn Wealth Advisors's portfolio in Q2 2026, its #218 holding.
  • Pitcairn Wealth Advisors first reported a position in Dollar Tree in Q4 2025 and has held it in 3 quarters since.
  • 861 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Pitcairn Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.