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Valeo Financial Advisors’s Dollar Tree DLTR Stock Holding History

Valeo Financial Advisors’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 		$416K Buy
3,646
+171
+5% +$21.3K 0.01% 516
2026
Q2 		$420K Buy
3,475
+118
+4% +$12.3K 0.01% 506
2026
Q1 		$368K Sell
3,357
-35
-1% -$4.28K 0.01% 480
2025
Q4 		$417K Buy
3,392
+164
+5% +$17.6K 0.01% 514
2025
Q3 		$305K Buy
3,228
+9
+0.3% +$963 0.01% 604
2025
Q2 		$319K Buy
+3,219
New +$278K 0.01% 560
2025
Q1 		– Sell
-4,242
Closed -$318K – 709
2024
Q4 		$318K Sell
4,242
-1,114
-21% -$76.5K 0.01% 521
2024
Q3 		$377K Sell
5,356
-294
-5% -$26.8K 0.01% 474
2024
Q2 		$603K Buy
5,650
+116
+2% +$13.7K 0.02% 335
2024
Q1 		$677K Sell
5,534
-2
-0% -$275 0.02% 302
2023
Q4 		$786K Buy
5,536
+2,041
+58% +$242K 0.03% 262
2023
Q3 		$372K Sell
3,495
-460
-12% -$61.6K 0.02% 403
2023
Q2 		$568K Buy
+3,955
New +$582K 0.03% 295
2021
Q2 		– Sell
-1,025
Closed -$117K – 837
2021
Q1 		$117K Buy
1,025
+26
+3% +$2.79K 0.01% 566
2020
Q4 		$108K Sell
999
-301
-23% -$30.2K 0.01% 543
2020
Q3 		$119K Sell
1,300
-333
-20% -$31.3K 0.01% 431
2020
Q2 		$151K Buy
1,633
+123
+8% +$10.3K 0.01% 381
2020
Q1 		$118K Buy
1,510
+285
+23% +$24.3K 0.01% 387
2019
Q4 		$115K Sell
1,225
-27
-2% -$2.83K 0.01% 430
2019
Q3 		$143K Buy
1,252
+390
+45% +$40.8K 0.02% 357
2019
Q2 		$93K Buy
862
+203
+31% +$21.4K 0.01% 451
2019
Q1 		$69K Buy
659
+237
+56% +$23.3K 0.01% 492
2018
Q4 		$38K Sell
422
-11
-3% -$929 0.01% 561
2018
Q3 		$37K Buy
433
+16
+4% +$1.41K 0.01% 608
2018
Q2 		$39K Buy
417
+230
+123% +$21.2K 0.01% 595
2018
Q1 		$18K Buy
187
+85
+83% +$8.91K ﹤0.01% 738
2017
Q4 		$11K Buy
102
+76
+292% +$7.43K ﹤0.01% 808
2017
Q3 		$2K Buy
+26
New +$1.98K ﹤0.01% 1010

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

Valeo Financial Advisors's DLTR Position: Q3 2026 in Review

Valeo Financial Advisors increased its Dollar Tree (DLTR) stake by 4.9% in Q3 2026, buying an estimated $21.3K and bringing the position to 3,646 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #516.

Valeo Financial Advisors first reported a position in DLTR in Q3 2017 and has held it in 28 quarters since. The position peaked at $786K in Q4 2023. 59 funds tracked by Wall St. Rank hold DLTR as of Q3 2026.

  • Valeo Financial Advisors held 3,646 shares of Dollar Tree worth $416K as of Q3 2026.
  • Valeo Financial Advisors bought 171 Dollar Tree shares in Q3 2026, an estimated $21.3K.
  • Dollar Tree made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #516 holding.
  • Valeo Financial Advisors first reported a position in Dollar Tree in Q3 2017 and has held it in 28 quarters since.
  • Valeo Financial Advisors's Dollar Tree position peaked at $786K in Q4 2023.
  • 59 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2026.

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