PWMG
DLTR icon

Prestige Wealth Management Group’s Dollar Tree DLTR Stock Holding History

Prestige Wealth Management Group’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 		$17.3K Buy
143
+35
+32% +$3.64K ﹤0.01% 363
2026
Q1 		$11.8K Hold
108
– – ﹤0.01% 403
2025
Q4 		$13.3K Hold
108
– – ﹤0.01% 402
2025
Q3 		$10.2K Sell
108
-30
-22% -$3.21K ﹤0.01% 454
2025
Q2 		$13.7K Sell
138
-15
-10% -$1.29K ﹤0.01% 392
2025
Q1 		$11.5K Buy
153
+39
+34% +$2.79K ﹤0.01% 414
2024
Q4 		$8.54K Hold
114
– – ﹤0.01% 485
2024
Q3 		$8.02K Buy
114
+8
+8% +$729 ﹤0.01% 500
2024
Q2 		$11.3K Sell
106
-4
-4% -$472 ﹤0.01% 388
2024
Q1 		$14.6K Hold
110
– – ﹤0.01% 387
2023
Q4 		$15.6K Buy
110
+1
+0.9% +$118 ﹤0.01% 366
2023
Q3 		$11.6K Buy
109
+3
+3% +$402 ﹤0.01% 415
2023
Q2 		$15.2K Sell
106
-28
-21% -$4.12K ﹤0.01% 394
2023
Q1 		$19.2K Sell
134
-10
-7% -$1.45K ﹤0.01% 344
2022
Q4 		$20.4K Sell
144
-37
-20% -$5.51K 0.01% 353
2022
Q3 		$25K Hold
181
– – 0.01% 288
2022
Q2 		$29K Hold
181
– – 0.01% 282
2022
Q1 		$29K Hold
181
– – 0.01% 292
2021
Q4 		$25K Buy
181
+24
+15% +$2.92K 0.01% 342
2021
Q3 		$15K Hold
157
– – ﹤0.01% 414
2021
Q2 		$15K Hold
157
– – ﹤0.01% 396
2021
Q1 		$18K Sell
157
-5
-3% -$537 ﹤0.01% 373
2020
Q4 		$17K Sell
162
-6
-4% -$603 ﹤0.01% 375
2020
Q3 		$15K Buy
168
+7
+4% +$659 ﹤0.01% 384
2020
Q2 		$15K Sell
161
-10
-6% -$834 0.01% 370
2020
Q1 		$12K Buy
+171
New +$14.6K 0.01% 350
2019
Q1 		– Sell
-108
Closed -$10K – 663
2018
Q4 		$10K Buy
+108
New +$9.12K 0.01% 427

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

Prestige Wealth Management Group's DLTR Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Dollar Tree (DLTR) stake by 32% in Q2 2026, buying an estimated $3.64K and bringing the position to 143 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Prestige Wealth Management Group first reported a position in DLTR in Q4 2018 and has held it in 27 quarters since. The position peaked at $29K in Q2 2022. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Prestige Wealth Management Group held 143 shares of Dollar Tree worth $17.3K as of Q2 2026.
  • Prestige Wealth Management Group bought 35 Dollar Tree shares in Q2 2026, an estimated $3.64K.
  • Dollar Tree made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #363 holding.
  • Prestige Wealth Management Group first reported a position in Dollar Tree in Q4 2018 and has held it in 27 quarters since.
  • Prestige Wealth Management Group's Dollar Tree position peaked at $29K in Q2 2022.
  • 862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.