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Soltis Investment Advisors’s Dollar Tree DLTR Stock Holding History

Soltis Investment 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 		$232K Buy
+1,920
New +$200K 0.01% 583
2023
Q4 		– Sell
-3,500
Closed -$373K – 290
2023
Q3 		$373K Buy
+3,500
New +$469K 0.05% 199

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 $3.38T AUM 44.17% 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

Soltis Investment Advisors's DLTR Position: Q2 2026 in Review

Soltis Investment Advisors opened a new position in Dollar Tree (DLTR) in Q2 2026: 1,920 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #583 among its holdings. This is a return to the name: Soltis Investment Advisors previously reported a position in DLTR as recently as Q3 2023.

Soltis Investment Advisors first reported a position in DLTR in Q3 2023 and has held it in 2 quarters since. The position peaked at $373K in Q3 2023. 867 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Soltis Investment Advisors held 1,920 shares of Dollar Tree worth $232K as of Q2 2026.
  • Dollar Tree was a new Soltis Investment Advisors position in Q2 2026.
  • Dollar Tree made up 0.01% of Soltis Investment Advisors's portfolio in Q2 2026, its #583 holding.
  • Soltis Investment Advisors first reported a position in Dollar Tree in Q3 2023 and has held it in 2 quarters since.
  • Soltis Investment Advisors's Dollar Tree position peaked at $373K in Q3 2023.
  • 867 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.