SWM
DLTR icon

Spire Wealth Management’s Dollar Tree DLTR Stock Holding History

Spire 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 		$16.2K Hold
134
– – ﹤0.01% 1507
2026
Q1 		$14.7K Buy
134
+15
+13% +$1.83K ﹤0.01% 1514
2025
Q4 		$14.6K Buy
119
+19
+19% +$2.04K ﹤0.01% 1590
2025
Q3 		$9.44K Buy
100
+26
+35% +$2.78K ﹤0.01% 1768
2025
Q2 		$7.33K Sell
74
-7
-9% -$604 ﹤0.01% 1824
2025
Q1 		$6.08K Sell
81
-49
-38% -$3.5K ﹤0.01% 2002
2024
Q4 		$9.74K Sell
130
-75
-37% -$5.15K ﹤0.01% 1839
2024
Q3 		$14.4K Sell
205
-85
-29% -$7.75K ﹤0.01% 1536
2024
Q2 		$31K Sell
290
-651
-69% -$76.9K ﹤0.01% 1276
2024
Q1 		$125K Sell
941
-121
-11% -$16.7K ﹤0.01% 924
2023
Q4 		$139K Buy
1,062
+71
+7% +$8.41K ﹤0.01% 894
2023
Q3 		$105K Buy
991
+815
+463% +$109K ﹤0.01% 937
2023
Q2 		$25.3K Buy
176
+6
+4% +$883 ﹤0.01% 1488
2023
Q1 		$24.4K Sell
170
-10
-6% -$1.45K ﹤0.01% 1542
2022
Q4 		$25K Buy
180
+2
+1% +$298 ﹤0.01% 1270
2022
Q3 		$24K Sell
178
-1,210
-87% -$188K ﹤0.01% 1249
2022
Q2 		$216K Buy
1,388
+483
+53% +$76.5K 0.01% 734
2022
Q1 		$145K Sell
905
-5,787
-86% -$819K ﹤0.01% 1031
2021
Q4 		$940K Buy
6,692
+2,651
+66% +$322K 0.02% 487
2021
Q3 		$387K Sell
4,041
-48
-1% -$4.62K 0.01% 676
2021
Q2 		$407K Sell
4,089
-3,206
-44% -$348K 0.01% 676
2021
Q1 		$835K Buy
+7,295
New +$784K 0.02% 503

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

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

Spire Wealth Management held its Dollar Tree (DLTR) position steady in Q2 2026 at 134 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Spire Wealth Management first reported a position in DLTR in Q1 2021 and has held it in 22 quarters since. The position peaked at $940K in Q4 2021. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Spire Wealth Management held 134 shares of Dollar Tree worth $16.2K as of Q2 2026.
  • Spire Wealth Management left its Dollar Tree share count unchanged in Q2 2026.
  • Dollar Tree made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1507 holding.
  • Spire Wealth Management first reported a position in Dollar Tree in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Dollar Tree position peaked at $940K in Q4 2021.
  • 862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.