Wealth Enhancement Advisory Services
DLTR icon

Wealth Enhancement Advisory Services’s Dollar Tree DLTR Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.1M Buy
38,571
+9,929
+35% +$1.03M 0.01% 1139
2026
Q1 		$2.62M Buy
28,642
+4,380
+18% +$535K 0.01% 1245
2025
Q4 		$3.28M Buy
24,262
+51
+0.2% +$5.46K ﹤0.01% 1235
2025
Q3 		$2.06M Sell
24,211
-4,882
-17% -$522K ﹤0.01% 1418
2025
Q2 		$2.96M Buy
29,093
+15,369
+112% +$1.33M ﹤0.01% 1153
2025
Q1 		$1.03M Buy
13,724
+4,619
+51% +$330K ﹤0.01% 1587
2024
Q4 		$682K Buy
9,105
+1,588
+21% +$109K ﹤0.01% 1772
2024
Q3 		$529K Sell
7,517
-479
-6% -$43.7K ﹤0.01% 1799
2024
Q2 		$854K Sell
7,996
-58
-0.7% -$6.85K ﹤0.01% 1355
2024
Q1 		$1.07M Sell
8,054
-106
-1% -$14.6K ﹤0.01% 1211
2023
Q4 		$1.16M Buy
8,160
+811
+11% +$96K ﹤0.01% 1106
2023
Q3 		$782K Sell
7,349
-4,934
-40% -$661K ﹤0.01% 1197
2023
Q2 		$1.76M Sell
12,283
-907
-7% -$133K 0.02% 213
2023
Q1 		$1.89M Buy
+13,190
New +$1.91M 0.02% 232
2021
Q3 		– Sell
-60,787
Closed -$6M – 299
2021
Q2 		$6M Buy
+60,787
New +$6.61M 0.1% 91
2017
Q4 		– Sell
-31,792
Closed -$2.84M – 148
2017
Q3 		$2.84M Buy
+31,792
New +$2.43M 0.24% 51

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

Wealth Enhancement Advisory Services's DLTR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Dollar Tree (DLTR) stake by 35% in Q2 2026, buying an estimated $1.03M and bringing the position to 38,571 shares worth $4.1M. The position accounts for 0.01% of the portfolio, ranked #1139.

Wealth Enhancement Advisory Services first reported a position in DLTR in Q3 2017 and has held it in 16 quarters since. The position peaked at $6M in Q2 2021. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 38,571 shares of Dollar Tree worth $4.1M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 9,929 Dollar Tree shares in Q2 2026, an estimated $1.03M.
  • Dollar Tree made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1139 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dollar Tree in Q3 2017 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's Dollar Tree position peaked at $6M in Q2 2021.
  • 862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.