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Ritholtz Wealth Management’s Dollar Tree DLTR Stock Holding History

Ritholtz Wealth Management’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 		$2.64M Buy
21,793
+3,822
+21% +$397K 0.04% 346
2026
Q1 		$1.97M Buy
17,971
+10,153
+130% +$1.24M 0.03% 378
2025
Q4 		$962K Buy
7,818
+3,161
+68% +$339K 0.02% 538
2025
Q3 		$439K Buy
4,657
+995
+27% +$106K 0.01% 717
2025
Q2 		$363K Buy
+3,662
New +$316K 0.01% 738
2022
Q4 		– Sell
-1,841
Closed -$251K – 618
2022
Q3 		$251K Buy
+1,841
New +$286K 0.01% 597

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

Ritholtz Wealth Management's DLTR Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Dollar Tree (DLTR) stake by 21% in Q2 2026, buying an estimated $397K and bringing the position to 21,793 shares worth $2.64M. The position accounts for 0.04% of the portfolio, ranked #346.

Ritholtz Wealth Management first reported a position in DLTR in Q3 2022 and has held it in 6 quarters since. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Ritholtz Wealth Management held 21,793 shares of Dollar Tree worth $2.64M as of Q2 2026.
  • Ritholtz Wealth Management bought 3,822 Dollar Tree shares in Q2 2026, an estimated $397K.
  • Dollar Tree made up 0.04% of Ritholtz Wealth Management's portfolio in Q2 2026, its #346 holding.
  • Ritholtz Wealth Management first reported a position in Dollar Tree in Q3 2022 and has held it in 6 quarters since.
  • 862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.