Surience Private Wealth’s Dollar Tree DLTR Stock Holding History

Surience Private 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 Q3	$2.67M	Buy	+23,429	New	+$2.91M	2.56%	10

Other funds holding DLTR

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Surience Private Wealth's DLTR Position: Q3 2026 in Review

Surience Private Wealth opened a new position in Dollar Tree (DLTR) in Q3 2026: 23,429 shares worth $2.67M. The stake represents 2.56% of the portfolio and ranks #10 among its holdings.

145 funds tracked by Wall St. Rank hold DLTR as of Q3 2026.

Surience Private Wealth held 23,429 shares of Dollar Tree worth $2.67M as of Q3 2026.
Dollar Tree was a new Surience Private Wealth position in Q3 2026.
Dollar Tree made up 2.56% of Surience Private Wealth's portfolio in Q3 2026, its #10 holding.
145 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2026.

Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.