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Toth Financial Advisory’s Dollar Tree DLTR Stock Holding History

Toth Financial Advisory’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 		$1.6K Buy
+14
New +$1.74K ﹤0.01% 834
2022
Q2 		– Sell
-3,314
Closed -$531K – 716
2022
Q1 		$531K Buy
+3,314
New +$469K 0.08% 158

Other funds holding DLTR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return

Toth Financial Advisory's DLTR Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Dollar Tree (DLTR) in Q3 2026: 14 shares worth $1.6K. The stake represents ﹤0.01% of the portfolio and ranks #834 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in DLTR as recently as Q1 2022.

Toth Financial Advisory first reported a position in DLTR in Q1 2022 and has held it in 2 quarters since. The position peaked at $531K in Q1 2022. 70 funds tracked by Wall St. Rank hold DLTR as of Q3 2026.

  • Toth Financial Advisory held 14 shares of Dollar Tree worth $1.6K as of Q3 2026.
  • Dollar Tree was a new Toth Financial Advisory position in Q3 2026.
  • Dollar Tree made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #834 holding.
  • Toth Financial Advisory first reported a position in Dollar Tree in Q1 2022 and has held it in 2 quarters since.
  • Toth Financial Advisory's Dollar Tree position peaked at $531K in Q1 2022.
  • 70 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.