Transamerica Financial Advisors’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.9K | Buy |
139
+36
| +35% | +$3.74K | ﹤0.01% | 905 |
|
|
2026
Q1 | $11.3K | Buy |
103
+45
| +78% | +$5.5K | ﹤0.01% | 896 |
|
|
2025
Q4 | $7.18K | Buy |
58
+57
| +5,700% | +$6.11K | ﹤0.01% | 901 |
|
|
2025
Q3 | $81 | Hold |
1
| – | – | ﹤0.01% | 1534 |
|
|
2025
Q2 | $85 | Hold |
1
| – | – | ﹤0.01% | 527 |
|
|
2025
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 449 |
|
|
2024
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 440 |
|
|
2024
Q3 | $1K | Sell |
1
-155
| -99% | -$14.1K | ﹤0.01% | 447 |
|
|
2024
Q2 | $17K | Hold |
156
| – | – | ﹤0.01% | 303 |
|
|
2024
Q1 | $21K | Sell |
156
-585
| -79% | -$80.5K | ﹤0.01% | 324 |
|
|
2023
Q4 | $106K | Sell |
741
-204
| -22% | -$24.2K | 0.01% | 266 |
|
|
2023
Q3 | $101K | Sell |
945
-148
| -14% | -$19.8K | 0.01% | 249 |
|
|
2023
Q2 | $157K | Buy |
1,093
+3
| +0.3% | +$441 | 0.02% | 234 |
|
|
2023
Q1 | $157K | Sell |
1,090
-615
| -36% | -$89.2K | 0.02% | 239 |
|
|
2022
Q4 | $242K | Buy |
1,705
+137
| +9% | +$20.4K | 0.03% | 218 |
|
|
2022
Q3 | $214K | Sell |
1,568
-204
| -12% | -$31.7K | 0.03% | 217 |
|
|
2022
Q2 | $277K | Buy |
+1,772
| New | +$281K | 0.04% | 205 |
|
|
2021
Q2 | – | Sell |
-12
| Closed | -$2K | – | 213 |
|
|
2021
Q1 | $2K | Sell |
12
-1
| -8% | -$107 | 0.05% | 73 |
|
|
2020
Q4 | $2K | Hold |
13
| – | – | 0.04% | 72 |
|
|
2020
Q3 | $2K | Buy |
13
+12
| +1,200% | +$1.13K | 0.04% | 78 |
|
|
2020
Q2 | $1K | Sell |
1
-12
| -92% | -$1K | ﹤0.01% | 354 |
|
|
2020
Q1 | $1K | Buy |
13
+3
| +30% | +$255 | 0.02% | 74 |
|
|
2019
Q4 | $1K | Hold |
10
| – | – | 0.01% | 92 |
|
|
2019
Q3 | $2K | Buy |
10
+9
| +900% | +$942 | 0.03% | 55 |
|
|
2019
Q2 | $1K | Sell |
1
-9
| -90% | -$947 | ﹤0.01% | 426 |
|
|
2019
Q1 | $1K | Sell |
10
-3
| -23% | -$295 | 0.01% | 73 |
|
|
2018
Q4 | $2K | Buy |
13
+1
| +8% | +$84 | ﹤0.01% | 351 |
|
|
2018
Q3 | $1K | Buy |
12
+2
| +20% | +$176 | ﹤0.01% | 400 |
|
|
2018
Q2 | $1K | Buy |
10
+1
| +11% | +$92 | ﹤0.01% | 359 |
|
|
2018
Q1 | $1K | Sell |
9
-2
| -18% | -$210 | ﹤0.01% | 348 |
|
|
2017
Q4 | $2K | Sell |
11
-1
| -8% | -$98 | ﹤0.01% | 301 |
|
|
2017
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 309 |
|
|
2017
Q2 | $1K | Buy |
12
+1
| +9% | +$77 | ﹤0.01% | 301 |
|
|
2017
Q1 | $1K | Buy |
11
+2
| +22% | +$154 | ﹤0.01% | 299 |
|
|
2016
Q4 | $1K | Sell |
9
-11
| -55% | -$885 | ﹤0.01% | 333 |
|
|
2016
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 311 |
|
|
2016
Q2 | $2K | Sell |
20
-583
| -97% | -$49.3K | ﹤0.01% | 280 |
|
|
2016
Q1 | $50K | Sell |
603
-260
| -30% | -$20.5K | ﹤0.01% | 368 |
|
|
2015
Q4 | $67K | Sell |
863
-35
| -4% | -$2.45K | ﹤0.01% | 369 |
|
|
2015
Q3 | $60K | Sell |
898
-14,583
| -94% | -$1.09M | ﹤0.01% | 359 |
|
|
2015
Q2 | $1.22M | Sell |
15,481
-113
| -0.7% | -$8.94K | 0.09% | 159 |
|
|
2015
Q1 | $1.27M | Sell |
15,594
-35,932
| -70% | -$2.73M | 0.09% | 154 |
|
|
2014
Q4 | $3.63M | Buy |
51,526
+5,429
| +12% | +$342K | 0.28% | 43 |
|
|
2014
Q3 | $2.58M | Buy |
46,097
+894
| +2% | +$49.3K | 0.23% | 61 |
|
|
2014
Q2 | $2.46M | Buy |
45,203
+20,664
| +84% | +$1.09M | 0.21% | 69 |
|
|
2014
Q1 | $1.28M | Sell |
24,539
-8,868
| -27% | -$472K | 0.13% | 90 |
|
|
2013
Q4 | $1.89M | Buy |
33,407
+7,762
| +30% | +$447K | 0.2% | 62 |
|
|
2013
Q3 | $1.47M | Buy |
25,645
+16,411
| +178% | +$886K | 0.19% | 70 |
|
|
2013
Q2 | $470K | Buy |
+9,234
| New | +$450K | 0.08% | 120 |
|
Other funds holding DLTR
EIG
Transamerica Financial Advisors's DLTR Position: Q2 2026 in Review
Transamerica Financial Advisors increased its Dollar Tree (DLTR) stake by 35% in Q2 2026, buying an estimated $3.74K and bringing the position to 139 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #905.
Transamerica Financial Advisors first reported a position in DLTR in Q2 2013 and has held it in 49 quarters since. The position peaked at $3.63M in Q4 2014. 860 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.
- Transamerica Financial Advisors held 139 shares of Dollar Tree worth $16.9K as of Q2 2026.
- Transamerica Financial Advisors bought 36 Dollar Tree shares in Q2 2026, an estimated $3.74K.
- Dollar Tree made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #905 holding.
- Transamerica Financial Advisors first reported a position in Dollar Tree in Q2 2013 and has held it in 49 quarters since.
- Transamerica Financial Advisors's Dollar Tree position peaked at $3.63M in Q4 2014.
- 860 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.
Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.