Valued Wealth Advisors’s Dollar Tree DLTR Stock Holding History

Valued Wealth 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 Q2	$4.72K	Buy	39 +21	+117%	+$2.18K	﹤0.01%	462
2026 Q1	$1.97K	Hold	18	–	–	﹤0.01%	574
2025 Q4	$2.21K	Buy	18 +3	+20%	+$321	﹤0.01%	393
2025 Q3	$1.42K	Buy	15 +3	+25%	+$321	﹤0.01%	413
2025 Q2	$1.19K	Hold	12	–	–	﹤0.01%	426
2025 Q1	$901	Hold	12	–	–	﹤0.01%	499
2024 Q4	$900	Buy	12 +6	+100%	+$412	﹤0.01%	490
2024 Q3	$422	Sell	6 -6	-50%	-$547	﹤0.01%	545
2024 Q2	$1.28K	Sell	12 -2	-14%	-$236	﹤0.01%	418
2024 Q1	$1.86K	Buy	14 +1	+8%	+$138	﹤0.01%	367
2023 Q4	$1.38K	Buy	+13	New	+$1.54K	﹤0.01%	346

Other funds holding DLTR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Valued Wealth Advisors's DLTR Position: Q2 2026 in Review

Valued Wealth Advisors increased its Dollar Tree (DLTR) stake by 117% in Q2 2026, buying an estimated $2.18K and bringing the position to 39 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Valued Wealth Advisors first reported a position in DLTR in Q4 2023 and has held it in 11 quarters since. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

Valued Wealth Advisors held 39 shares of Dollar Tree worth $4.72K as of Q2 2026.
Valued Wealth Advisors bought 21 Dollar Tree shares in Q2 2026, an estimated $2.18K.
Dollar Tree made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #462 holding.
Valued Wealth Advisors first reported a position in Dollar Tree in Q4 2023 and has held it in 11 quarters since.
862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.