SWM
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SHP Wealth Management’s Dollar Tree DLTR Stock Holding History

SHP 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
Q1 		$20.6K Buy
188
+3
+2% +$367 ﹤0.01% 717
2025
Q4 		$22.8K Buy
+185
New +$19.8K ﹤0.01% 660

Other funds holding DLTR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's DLTR Position: Q1 2026 in Review

SHP Wealth Management increased its Dollar Tree (DLTR) stake by 1.6% in Q1 2026, buying an estimated $367 and bringing the position to 188 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

SHP Wealth Management first reported a position in DLTR in Q4 2025 and has held it in 2 quarters since. The position peaked at $22.8K in Q4 2025. 856 funds tracked by Wall St. Rank hold DLTR as of Q1 2026.

  • SHP Wealth Management held 188 shares of Dollar Tree worth $20.6K as of Q1 2026.
  • SHP Wealth Management bought 3 Dollar Tree shares in Q1 2026, an estimated $367.
  • Dollar Tree made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #717 holding.
  • SHP Wealth Management first reported a position in Dollar Tree in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Dollar Tree position peaked at $22.8K in Q4 2025.
  • 856 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.