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Root Financial Partners’s Dollar Tree DLTR Stock Holding History

Root Financial Partners’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
Q1 		$108K Buy
989
+596
+152% +$72.8K 0.01% 534
2025
Q4 		$48.3K Buy
393
+85
+28% +$9.11K ﹤0.01% 729
2025
Q3 		$29.1K Buy
+308
New +$33K ﹤0.01% 910

Other funds holding DLTR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's DLTR Position: Q1 2026 in Review

Root Financial Partners increased its Dollar Tree (DLTR) stake by 152% in Q1 2026, buying an estimated $72.8K and bringing the position to 989 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #534.

Root Financial Partners first reported a position in DLTR in Q3 2025 and has held it in 3 quarters since. 852 funds tracked by Wall St. Rank hold DLTR as of Q1 2026.

  • Root Financial Partners held 989 shares of Dollar Tree worth $108K as of Q1 2026.
  • Root Financial Partners bought 596 Dollar Tree shares in Q1 2026, an estimated $72.8K.
  • Dollar Tree made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #534 holding.
  • Root Financial Partners first reported a position in Dollar Tree in Q3 2025 and has held it in 3 quarters since.
  • 852 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.