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True Wealth Design’s Dollar Tree DLTR Stock Holding History

True Wealth Design’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 		$89.5K Buy
740
+381
+106% +$39.6K 0.02% 286
2026
Q1 		$39.3K Buy
359
+34
+10% +$4.15K 0.01% 473
2025
Q4 		$40K Sell
325
-117
-26% -$12.5K 0.01% 397
2025
Q3 		$41.7K Buy
442
+64
+17% +$6.85K 0.01% 368
2025
Q2 		$37.4K Buy
378
+298
+373% +$25.7K 0.01% 251
2025
Q1 		$6.01K Buy
80
+17
+27% +$1.22K ﹤0.01% 624
2024
Q4 		$4.72K Buy
63
+55
+688% +$3.77K ﹤0.01% 546
2024
Q3 		$563 Hold
8
– – ﹤0.01% 1080
2024
Q2 		$855 Sell
8
-2
-20% -$236 ﹤0.01% 543
2024
Q1 		$1.33K Buy
10
+4
+67% +$551 ﹤0.01% 397
2023
Q4 		$853 Hold
6
– – ﹤0.01% 378
2023
Q3 		$639 Hold
6
– – ﹤0.01% 373
2023
Q2 		$861 Sell
6
-22
-79% -$3.24K ﹤0.01% 345
2023
Q1 		$4.02K Buy
28
+22
+367% +$3.19K ﹤0.01% 285
2022
Q4 		$849 Buy
+6
New +$893 ﹤0.01% 359

Other funds holding DLTR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

True Wealth Design's DLTR Position: Q2 2026 in Review

True Wealth Design increased its Dollar Tree (DLTR) stake by 106% in Q2 2026, buying an estimated $39.6K and bringing the position to 740 shares worth $89.5K. The position accounts for 0.02% of the portfolio, ranked #286.

True Wealth Design first reported a position in DLTR in Q4 2022 and has held it in 15 quarters since. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • True Wealth Design held 740 shares of Dollar Tree worth $89.5K as of Q2 2026.
  • True Wealth Design bought 381 Dollar Tree shares in Q2 2026, an estimated $39.6K.
  • Dollar Tree made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #286 holding.
  • True Wealth Design first reported a position in Dollar Tree in Q4 2022 and has held it in 15 quarters since.
  • 862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.