Plante Moran Financial Advisors’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $121 | Buy |
+1
| New | +$104 | ﹤0.01% | 1533 |
|
|
2026
Q1 | – | Sell |
-3
| Closed | -$369 | – | 764 |
|
|
2025
Q4 | $369 | Buy |
+3
| New | +$321 | ﹤0.01% | 771 |
|
|
2024
Q1 | – | Sell |
-273
| Closed | -$38.8K | – | 866 |
|
|
2023
Q4 | $38.8K | Buy |
273
+57
| +26% | +$6.75K | ﹤0.01% | 352 |
|
|
2023
Q3 | $23K | Hold |
216
| – | – | ﹤0.01% | 406 |
|
|
2023
Q2 | $31K | Hold |
216
| – | – | ﹤0.01% | 371 |
|
|
2023
Q1 | $31K | Hold |
216
| – | – | ﹤0.01% | 370 |
|
|
2022
Q4 | $30.6K | Sell |
216
-94
| -30% | -$14K | ﹤0.01% | 383 |
|
|
2022
Q3 | $42K | Sell |
310
-44
| -12% | -$6.85K | 0.01% | 332 |
|
|
2022
Q2 | $55K | Buy |
354
+260
| +277% | +$41.2K | 0.01% | 303 |
|
|
2022
Q1 | $15K | Sell |
94
-33
| -26% | -$4.67K | ﹤0.01% | 543 |
|
|
2021
Q4 | $18K | Buy |
+127
| New | +$15.4K | ﹤0.01% | 581 |
|
|
2021
Q3 | – | Sell |
-310
| Closed | -$31K | – | 942 |
|
|
2021
Q2 | $31K | Hold |
310
| – | – | 0.01% | 464 |
|
|
2021
Q1 | $35K | Hold |
310
| – | – | 0.01% | 430 |
|
|
2020
Q4 | $33K | Hold |
310
| – | – | 0.01% | 428 |
|
|
2020
Q3 | $28K | Hold |
310
| – | – | 0.01% | 425 |
|
|
2020
Q2 | $29K | Hold |
310
| – | – | 0.01% | 369 |
|
|
2020
Q1 | $23K | Sell |
310
-322
| -51% | -$27.4K | 0.01% | 362 |
|
|
2019
Q4 | $59K | Hold |
632
| – | – | 0.02% | 296 |
|
|
2019
Q3 | $72K | Hold |
632
| – | – | 0.02% | 285 |
|
|
2019
Q2 | $68K | Buy |
632
+322
| +104% | +$33.9K | 0.02% | 277 |
|
|
2019
Q1 | $33K | Sell |
310
-80
| -21% | -$7.85K | 0.01% | 402 |
|
|
2018
Q4 | $35K | Buy |
390
+80
| +26% | +$6.76K | 0.01% | 356 |
|
|
2018
Q3 | $25K | Hold |
310
| – | – | 0.01% | 409 |
|
|
2018
Q2 | $26K | Hold |
310
| – | – | 0.01% | 440 |
|
|
2018
Q1 | $29K | Hold |
310
| – | – | 0.02% | 440 |
|
|
2017
Q4 | $33K | Hold |
310
| – | – | 0.02% | 420 |
|
|
2017
Q3 | $27K | Hold |
310
| – | – | 0.02% | 421 |
|
|
2017
Q2 | $22K | Hold |
310
| – | – | 0.01% | 454 |
|
|
2017
Q1 | $24K | Sell |
310
-143
| -32% | -$11K | 0.01% | 448 |
|
|
2016
Q4 | $35K | Buy |
453
+143
| +46% | +$11.5K | 0.02% | 389 |
|
|
2016
Q3 | $24K | Hold |
310
| – | – | 0.02% | 455 |
|
|
2016
Q2 | $29K | Sell |
310
-113
| -27% | -$9.56K | 0.02% | 369 |
|
|
2016
Q1 | $35K | Buy |
423
+113
| +36% | +$8.91K | 0.03% | 309 |
|
|
2015
Q4 | $24K | Hold |
310
| – | – | 0.02% | 415 |
|
|
2015
Q3 | $21K | Sell |
310
-60
| -16% | -$4.5K | 0.02% | 375 |
|
|
2015
Q2 | $29K | Hold |
370
| – | – | 0.02% | 373 |
|
|
2015
Q1 | $30K | Hold |
370
| – | – | 0.02% | 350 |
|
|
2014
Q4 | $26K | Sell |
370
-160
| -30% | -$10.1K | 0.02% | 374 |
|
|
2014
Q3 | $30K | Hold |
530
| – | – | 0.03% | 335 |
|
|
2014
Q2 | $29K | Buy |
+530
| New | +$27.9K | 0.03% | 316 |
|
Other funds holding DLTR
EIG
Plante Moran Financial Advisors's DLTR Position: Q2 2026 in Review
Plante Moran Financial Advisors opened a new position in Dollar Tree (DLTR) in Q2 2026: 1 share worth $121. The stake represents ﹤0.01% of the portfolio and ranks #1533 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in DLTR as recently as Q4 2025.
Plante Moran Financial Advisors first reported a position in DLTR in Q2 2014 and has held it in 40 quarters since. The position peaked at $72K in Q3 2019. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.
- Plante Moran Financial Advisors held 1 share of Dollar Tree worth $121 as of Q2 2026.
- Dollar Tree was a new Plante Moran Financial Advisors position in Q2 2026.
- Dollar Tree made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1533 holding.
- Plante Moran Financial Advisors first reported a position in Dollar Tree in Q2 2014 and has held it in 40 quarters since.
- Plante Moran Financial Advisors's Dollar Tree position peaked at $72K in Q3 2019.
- 862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.