Strategic Wealth Partners’s Dollar Tree DLTR Stock Holding History

Strategic Wealth Partners’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	$1.09K	Buy	+9	New	+$936	﹤0.01%	1267
2026 Q1	–	Sell	-10	Closed	-$1.23K	–	1496
2025 Q4	$1.23K	Buy	+10	New	+$1.07K	﹤0.01%	1258
2019 Q4	–	Sell	-145	Closed	-$16.6K	–	220
2019 Q3	$16.6K	Hold	145	–	–	0.09%	121
2019 Q2	$16K	Buy	+145	New	+$15.3K	0.01%	392
2019 Q1	–	Sell	-35	Closed	-$3K	–	775
2018 Q4	$3K	Buy	+35	New	+$2.96K	﹤0.01%	611

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

Strategic Wealth Partners's DLTR Position: Q2 2026 in Review

Strategic Wealth Partners opened a new position in Dollar Tree (DLTR) in Q2 2026: 9 shares worth $1.09K. The stake represents ﹤0.01% of the portfolio and ranks #1267 among its holdings. This is a return to the name: Strategic Wealth Partners previously reported a position in DLTR as recently as Q4 2025.

Strategic Wealth Partners first reported a position in DLTR in Q4 2018 and has held it in 5 quarters since. The position peaked at $16.6K in Q3 2019. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

Strategic Wealth Partners held 9 shares of Dollar Tree worth $1.09K as of Q2 2026.
Dollar Tree was a new Strategic Wealth Partners position in Q2 2026.
Dollar Tree made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1267 holding.
Strategic Wealth Partners first reported a position in Dollar Tree in Q4 2018 and has held it in 5 quarters since.
Strategic Wealth Partners's Dollar Tree position peaked at $16.6K in Q3 2019.
862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.