SteelPeak Wealth’s Dollar Tree DLTR Stock Holding History

SteelPeak Wealth’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	–	Sell	-4,229	Closed	-$463K	–	666
2026 Q1	$463K	Buy	+4,229	New	+$517K	0.01%	390
2025 Q4	–	Sell	-4,251	Closed	-$401K	–	565
2025 Q3	$401K	Sell	4,251 -24,045	-85%	-$2.57M	0.01%	424
2025 Q2	$2.8M	Sell	28,296 -5,567	-16%	-$480K	0.11%	140
2025 Q1	$2.54M	Buy	+33,863	New	+$2.42M	0.11%	153

Other funds holding DLTR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

SteelPeak Wealth's DLTR Position: Q2 2026 in Review

SteelPeak Wealth sold out of Dollar Tree (DLTR) in Q2 2026, closing a stake of 4,229 shares — an estimated $463K sold.

SteelPeak Wealth first reported a position in DLTR in Q1 2025 and held it in 4 quarters. The position peaked at $2.8M in Q2 2025. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

SteelPeak Wealth reported no remaining Dollar Tree position as of Q2 2026 after selling out during the quarter.
SteelPeak Wealth sold 4,229 Dollar Tree shares in Q2 2026, an estimated $463K.
SteelPeak Wealth first reported a position in Dollar Tree in Q1 2025 and held it in 4 quarters.
SteelPeak Wealth's Dollar Tree position peaked at $2.8M in Q2 2025.
862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.