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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
2023
Q4 		– Sell
-400
Closed -$43 – 678
2023
Q3 		$43 Buy
+400
New +$53.6K ﹤0.01% 637

Other funds holding DLTR

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Valeo Financial Advisors's DLTR Position: Q2 2026 in Review

Valeo Financial Advisors increased its Dollar Tree (DLTR) stake by 3.5% in Q2 2026, buying an estimated $12.3K and bringing the position to 3,475 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #506.

Valeo Financial Advisors first reported a position in DLTR in Q3 2017 and has held it in 27 quarters since. The position peaked at $786K in Q4 2023. 400 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Valeo Financial Advisors held 3,475 shares of Dollar Tree worth $420K as of Q2 2026.
  • Valeo Financial Advisors bought 118 Dollar Tree shares in Q2 2026, an estimated $12.3K.
  • Dollar Tree made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #506 holding.
  • Valeo Financial Advisors first reported a position in Dollar Tree in Q3 2017 and has held it in 27 quarters since.
  • Valeo Financial Advisors's Dollar Tree position peaked at $786K in Q4 2023.
  • 400 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.