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Sequoia Financial Advisors’s Dollar Tree DLTR Stock Holding History

Sequoia Financial Advisors’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 		$1.68M Buy
13,920
+1,290
+10% +$134K 0.01% 704
2026
Q1 		$1.38M Buy
12,630
+1,259
+11% +$154K 0.01% 753
2025
Q4 		$1.4M Buy
11,371
+3,520
+45% +$377K 0.01% 730
2025
Q3 		$741K Buy
7,851
+2,052
+35% +$220K ﹤0.01% 941
2025
Q2 		$574K Buy
5,799
+1,633
+39% +$141K ﹤0.01% 933
2025
Q1 		$313K Sell
4,166
-905
-18% -$64.7K ﹤0.01% 1042
2024
Q4 		$380K Buy
+5,071
New +$348K ﹤0.01% 917
2024
Q3 		– Sell
-4,586
Closed -$490K – 1310
2024
Q2 		$490K Sell
4,586
-468
-9% -$55.3K 0.01% 696
2024
Q1 		$673K Sell
5,054
-815
-14% -$112K 0.01% 590
2023
Q4 		$834K Buy
5,869
+2,893
+97% +$343K 0.01% 582
2023
Q3 		$317K Sell
2,976
-494
-14% -$66.2K 0.01% 672
2023
Q2 		$498K Buy
3,470
+509
+17% +$74.9K 0.01% 527
2023
Q1 		$425K Sell
2,961
-200
-6% -$29K 0.01% 513
2022
Q4 		$447K Buy
3,161
+1,479
+88% +$220K 0.01% 463
2022
Q3 		$229K Sell
1,682
-896
-35% -$139K 0.01% 457
2022
Q2 		$402K Buy
2,578
+482
+23% +$76.4K 0.01% 374
2022
Q1 		$336K Buy
+2,096
New +$296K 0.01% 468
2018
Q3 		– Sell
-27,761
Closed -$2.36M – 325
2018
Q2 		$2.36M Buy
27,761
+2,400
+9% +$221K 0.25% 68
2018
Q1 		$2.41M Buy
25,361
+1,542
+6% +$162K 0.25% 70
2017
Q4 		$2.56M Buy
23,819
+1,059
+5% +$103K 0.27% 68
2017
Q3 		$1.98M Buy
+22,760
New +$1.74M 0.23% 73

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

Sequoia Financial Advisors's DLTR Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Dollar Tree (DLTR) stake by 10% in Q2 2026, buying an estimated $134K and bringing the position to 13,920 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #704.

Sequoia Financial Advisors first reported a position in DLTR in Q3 2017 and has held it in 21 quarters since. The position peaked at $2.56M in Q4 2017. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Sequoia Financial Advisors held 13,920 shares of Dollar Tree worth $1.68M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,290 Dollar Tree shares in Q2 2026, an estimated $134K.
  • Dollar Tree made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #704 holding.
  • Sequoia Financial Advisors first reported a position in Dollar Tree in Q3 2017 and has held it in 21 quarters since.
  • Sequoia Financial Advisors's Dollar Tree position peaked at $2.56M in Q4 2017.
  • 862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.