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Premier Path Wealth Partners’s Dollar Tree DLTR Stock Holding History

Premier Path Wealth Partners’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 		$208K Buy
+1,723
New +$179K 0.02% 394
2024
Q2 		– Sell
-1,557
Closed -$207K – 374
2024
Q1 		$207K Buy
1,557
+69
+5% +$9.5K 0.04% 330
2023
Q4 		$211K Buy
+1,488
New +$176K 0.05% 316

Other funds holding DLTR

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Premier Path Wealth Partners's DLTR Position: Q2 2026 in Review

Premier Path Wealth Partners opened a new position in Dollar Tree (DLTR) in Q2 2026: 1,723 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #394 among its holdings. This is a return to the name: Premier Path Wealth Partners previously reported a position in DLTR as recently as Q1 2024.

Premier Path Wealth Partners first reported a position in DLTR in Q4 2023 and has held it in 3 quarters since. The position peaked at $211K in Q4 2023. 162 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Premier Path Wealth Partners held 1,723 shares of Dollar Tree worth $208K as of Q2 2026.
  • Dollar Tree was a new Premier Path Wealth Partners position in Q2 2026.
  • Dollar Tree made up 0.02% of Premier Path Wealth Partners's portfolio in Q2 2026, its #394 holding.
  • Premier Path Wealth Partners first reported a position in Dollar Tree in Q4 2023 and has held it in 3 quarters since.
  • Premier Path Wealth Partners's Dollar Tree position peaked at $211K in Q4 2023.
  • 162 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.