RWS
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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
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

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
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

Retirement Wealth Solutions's DLTR Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Dollar Tree (DLTR) stake by 17% in Q2 2026, buying an estimated $104 and bringing the position to 7 shares worth $847. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Retirement Wealth Solutions first reported a position in DLTR in Q3 2025 and has held it in 4 quarters since. 203 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Retirement Wealth Solutions held 7 shares of Dollar Tree worth $847 as of Q2 2026.
  • Retirement Wealth Solutions bought 1 Dollar Tree share in Q2 2026, an estimated $104.
  • Dollar Tree made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #684 holding.
  • Retirement Wealth Solutions first reported a position in Dollar Tree in Q3 2025 and has held it in 4 quarters since.
  • 203 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.