PIM
DLTR icon

Plato Investment Management’s Dollar Tree DLTR Stock Holding History

Plato Investment 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
Q2 		$651K Buy
5,410
+2,737
+102% +$285K 0.04% 332
2026
Q1 		$293K Hold
2,673
– – 0.02% 384
2025
Q4 		$330K Buy
2,673
+953
+55% +$102K 0.02% 372
2025
Q3 		$161K Buy
+1,720
New +$184K 0.01% 403
2024
Q3 		– Sell
-1,586
Closed -$169K – 553
2024
Q2 		$169K Hold
1,586
– – 0.02% 345
2024
Q1 		$211K Buy
1,586
+1,582
+39,550% +$218K 0.02% 317
2023
Q4 		$568 Buy
+4
New +$474 ﹤0.01% 453

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 $3.38T AUM 44.17% 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

Plato Investment Management's DLTR Position: Q2 2026 in Review

Plato Investment Management increased its Dollar Tree (DLTR) stake by 102% in Q2 2026, buying an estimated $285K and bringing the position to 5,410 shares worth $651K. The position accounts for 0.04% of the portfolio, ranked #332.

Plato Investment Management first reported a position in DLTR in Q4 2023 and has held it in 7 quarters since. 867 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Plato Investment Management held 5,410 shares of Dollar Tree worth $651K as of Q2 2026.
  • Plato Investment Management bought 2,737 Dollar Tree shares in Q2 2026, an estimated $285K.
  • Dollar Tree made up 0.04% of Plato Investment Management's portfolio in Q2 2026, its #332 holding.
  • Plato Investment Management first reported a position in Dollar Tree in Q4 2023 and has held it in 7 quarters since.
  • 867 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.