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Principia Wealth Advisory’s Dollar Tree DLTR Stock Holding History

Principia Wealth Advisory’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 		$1.69K Buy
14
+1
+8% +$104 ﹤0.01% 631
2026
Q1 		$1.42K Hold
13
– – ﹤0.01% 609
2025
Q4 		$1.6K Sell
13
-3
-19% -$321 ﹤0.01% 520
2025
Q3 		$1.51K Buy
16
+1
+7% +$107 ﹤0.01% 504
2025
Q2 		$1.49K Buy
15
+3
+25% +$259 ﹤0.01% 462
2025
Q1 		$871 Buy
12
+10
+500% +$715 ﹤0.01% 429
2024
Q4 		$150 Buy
+2
New +$137 ﹤0.01% 749

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

Principia Wealth Advisory's DLTR Position: Q2 2026 in Review

Principia Wealth Advisory increased its Dollar Tree (DLTR) stake by 7.7% in Q2 2026, buying an estimated $104 and bringing the position to 14 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Principia Wealth Advisory first reported a position in DLTR in Q4 2024 and has held it in 7 quarters since. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Principia Wealth Advisory held 14 shares of Dollar Tree worth $1.69K as of Q2 2026.
  • Principia Wealth Advisory bought 1 Dollar Tree share in Q2 2026, an estimated $104.
  • Dollar Tree made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #631 holding.
  • Principia Wealth Advisory first reported a position in Dollar Tree in Q4 2024 and has held it in 7 quarters since.
  • 862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.