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Retirement Wealth Solutions’s Dollar Tree DLTR Stock Holding History

Retirement Wealth Solutions’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
Q3 		$2.74K Buy
24
+17
+243% +$2.11K ﹤0.01% 529
2026
Q2 		$847 Buy
7
+1
+17% +$104 ﹤0.01% 684
2026
Q1 		$658 Buy
6
+1
+20% +$122 ﹤0.01% 694
2025
Q4 		$616 Buy
5
+1
+25% +$107 ﹤0.01% 650
2025
Q3 		$378 Buy
+4
New +$428 ﹤0.01% 719

Other funds holding DLTR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Retirement Wealth Solutions's DLTR Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Dollar Tree (DLTR) stake by 243% in Q3 2026, buying an estimated $2.11K and bringing the position to 24 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Retirement Wealth Solutions first reported a position in DLTR in Q3 2025 and has held it in 5 quarters since. 57 funds tracked by Wall St. Rank hold DLTR as of Q3 2026.

  • Retirement Wealth Solutions held 24 shares of Dollar Tree worth $2.74K as of Q3 2026.
  • Retirement Wealth Solutions bought 17 Dollar Tree shares in Q3 2026, an estimated $2.11K.
  • Dollar Tree made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #529 holding.
  • Retirement Wealth Solutions first reported a position in Dollar Tree in Q3 2025 and has held it in 5 quarters since.
  • 57 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.