United Capital 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 | $722K | Buy |
5,971
+302
| +5% | +$31.4K | ﹤0.01% | 946 |
|
|
2026
Q1 | $621K | Sell |
5,669
-397
| -7% | -$48.5K | ﹤0.01% | 963 |
|
|
2025
Q4 | $746K | Buy |
6,066
+240
| +4% | +$25.7K | ﹤0.01% | 829 |
|
|
2025
Q3 | $550K | Buy |
5,826
+173
| +3% | +$18.5K | ﹤0.01% | 837 |
|
|
2025
Q2 | $560K | Buy |
5,653
+199
| +4% | +$17.2K | ﹤0.01% | 753 |
|
|
2025
Q1 | $409K | Sell |
5,454
-4,521
| -45% | -$323K | ﹤0.01% | 808 |
|
|
2024
Q4 | $747K | Buy |
+9,975
| New | +$685K | 0.01% | 622 |
|
|
2024
Q3 | – | Sell |
-3,265
| Closed | -$349K | – | 1073 |
|
|
2024
Q2 | $349K | Sell |
3,265
-991
| -23% | -$117K | ﹤0.01% | 796 |
|
|
2024
Q1 | $567K | Sell |
4,256
-8
| -0.2% | -$1.1K | ﹤0.01% | 705 |
|
|
2023
Q4 | $606K | Buy |
+4,264
| New | +$505K | 0.01% | 680 |
|
|
2023
Q2 | – | Sell |
-1,592
| Closed | -$228K | – | 915 |
|
|
2023
Q1 | $228K | Hold |
1,592
| – | – | ﹤0.01% | 895 |
|
|
2022
Q4 | $225K | Buy |
+1,592
| New | +$237K | ﹤0.01% | 954 |
|
|
2022
Q3 | – | Sell |
-1,594
| Closed | -$248K | – | 1096 |
|
|
2022
Q2 | $248K | Buy |
1,594
+135
| +9% | +$21.4K | ﹤0.01% | 994 |
|
|
2022
Q1 | $234K | Buy |
+1,459
| New | +$206K | ﹤0.01% | 1075 |
|
|
2021
Q1 | – | Sell |
-1,858
| Closed | -$201K | – | 1194 |
|
|
2020
Q4 | $201K | Buy |
+1,858
| New | +$187K | ﹤0.01% | 1127 |
|
|
2020
Q3 | – | Sell |
-4,578
| Closed | -$424K | – | 1171 |
|
|
2020
Q2 | $424K | Sell |
4,578
-554
| -11% | -$46.2K | ﹤0.01% | 924 |
|
|
2020
Q1 | $377K | Sell |
5,132
-2,032
| -28% | -$173K | ﹤0.01% | 918 |
|
|
2019
Q4 | $674K | Buy |
7,164
+1,444
| +25% | +$152K | ﹤0.01% | 906 |
|
|
2019
Q3 | $653K | Sell |
5,720
-584
| -9% | -$61.1K | ﹤0.01% | 864 |
|
|
2019
Q2 | $677K | Buy |
6,304
+868
| +16% | +$91.3K | ﹤0.01% | 935 |
|
|
2019
Q1 | $571K | Buy |
5,436
+1,660
| +44% | +$163K | ﹤0.01% | 938 |
|
|
2018
Q4 | $341K | Buy |
+3,776
| New | +$319K | ﹤0.01% | 1028 |
|
|
2018
Q2 | – | Sell |
-3,510
| Closed | -$333K | – | 1317 |
|
|
2018
Q1 | $333K | Buy |
3,510
+1,163
| +50% | +$122K | ﹤0.01% | 1057 |
|
|
2017
Q4 | $252K | Sell |
2,347
-1,494
| -39% | -$146K | ﹤0.01% | 1172 |
|
|
2017
Q3 | $333K | Buy |
+3,841
| New | +$293K | ﹤0.01% | 1078 |
|
|
2016
Q4 | – | Sell |
-3,330
| Closed | -$263K | – | 1265 |
|
|
2016
Q3 | $263K | Sell |
3,330
-547
| -14% | -$49.2K | ﹤0.01% | 1111 |
|
|
2016
Q2 | $364K | Sell |
3,877
-1,930
| -33% | -$163K | ﹤0.01% | 992 |
|
|
2016
Q1 | $479K | Buy |
5,807
+560
| +11% | +$44.2K | 0.01% | 891 |
|
|
2015
Q4 | $405K | Sell |
5,247
-535
| -9% | -$37.4K | ﹤0.01% | 936 |
|
|
2015
Q3 | $385K | Buy |
5,782
+2,274
| +65% | +$171K | ﹤0.01% | 974 |
|
|
2015
Q2 | $277K | Sell |
3,508
-494
| -12% | -$39.1K | ﹤0.01% | 1097 |
|
|
2015
Q1 | $306K | Sell |
4,002
-180
| -4% | -$13.7K | ﹤0.01% | 1062 |
|
|
2014
Q4 | $294K | Buy |
+4,182
| New | +$264K | ﹤0.01% | 970 |
|
Other funds holding DLTR
EIG
United Capital Financial Advisors's DLTR Position: Q2 2026 in Review
United Capital Financial Advisors increased its Dollar Tree (DLTR) stake by 5.3% in Q2 2026, buying an estimated $31.4K and bringing the position to 5,971 shares worth $722K. The position accounts for ﹤0.01% of the portfolio, ranked #946.
United Capital Financial Advisors first reported a position in DLTR in Q4 2014 and has held it in 33 quarters since. The position peaked at $747K in Q4 2024. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.
- United Capital Financial Advisors held 5,971 shares of Dollar Tree worth $722K as of Q2 2026.
- United Capital Financial Advisors bought 302 Dollar Tree shares in Q2 2026, an estimated $31.4K.
- Dollar Tree made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #946 holding.
- United Capital Financial Advisors first reported a position in Dollar Tree in Q4 2014 and has held it in 33 quarters since.
- United Capital Financial Advisors's Dollar Tree position peaked at $747K in Q4 2024.
- 862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.