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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Plato Investment Management's DLTR Position: Q1 2026 in Review

Plato Investment Management held its Dollar Tree (DLTR) position steady in Q1 2026 at 2,673 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #384.

Plato Investment Management first reported a position in DLTR in Q4 2023 and has held it in 6 quarters since. The position peaked at $330K in Q4 2025. 852 funds tracked by Wall St. Rank hold DLTR as of Q1 2026.

  • Plato Investment Management held 2,673 shares of Dollar Tree worth $293K as of Q1 2026.
  • Plato Investment Management left its Dollar Tree share count unchanged in Q1 2026.
  • Dollar Tree made up 0.02% of Plato Investment Management's portfolio in Q1 2026, its #384 holding.
  • Plato Investment Management first reported a position in Dollar Tree in Q4 2023 and has held it in 6 quarters since.
  • Plato Investment Management's Dollar Tree position peaked at $330K in Q4 2025.
  • 852 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.