Wealthspire Advisors (New York)’s Dollar Tree DLTR Stock Holding History

Wealthspire Advisors (New York)’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	$266K	Sell	2,198 -211	-9%	-$21.9K	﹤0.01%	1032
2026 Q1	$264K	Sell	2,409 -1,639	-40%	-$200K	﹤0.01%	763
2025 Q4	$498K	Buy	4,048 +1,595	+65%	+$171K	﹤0.01%	603
2025 Q3	$232K	Sell	2,453 -198	-7%	-$21.2K	﹤0.01%	750
2025 Q2	$263K	Buy	+2,651	New	+$229K	﹤0.01%	704
2023 Q3	–	Sell	-1,413	Closed	-$203K	–	601
2023 Q2	$203K	Sell	1,413 -11	-0.8%	-$1.62K	﹤0.01%	528
2023 Q1	$204K	Sell	1,424 -629	-31%	-$91.3K	﹤0.01%	501
2022 Q4	$290K	Buy	2,053 +403	+24%	+$60K	0.01%	464
2022 Q3	$225K	Sell	1,650 -3	-0.2%	-$467	﹤0.01%	458
2022 Q2	$258K	Buy	+1,653	New	+$262K	0.01%	433
2021 Q4	–	Sell	-3,159	Closed	-$302K	–	559
2021 Q3	$302K	Buy	+3,159	New	+$304K	0.01%	460
2021 Q2	–	Sell	-2,515	Closed	-$288K	–	451
2021 Q1	$288K	Buy	+2,515	New	+$270K	0.01%	564
2020 Q2	–	Sell	-3,081	Closed	-$226K	–	336
2020 Q1	$226K	Buy	+3,081	New	+$262K	0.01%	452
2019 Q1	–	Sell	-127	Closed	-$11K	–	241
2018 Q4	$11K	Buy	+127	New	+$10.7K	﹤0.01%	476

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

Wealthspire Advisors (New York)'s DLTR Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Dollar Tree (DLTR) stake by 8.8% in Q2 2026, selling an estimated $21.9K and leaving 2,198 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Wealthspire Advisors (New York) first reported a position in DLTR in Q4 2018 and has held it in 14 quarters since. The position peaked at $498K in Q4 2025. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

Wealthspire Advisors (New York) held 2,198 shares of Dollar Tree worth $266K as of Q2 2026.
Wealthspire Advisors (New York) sold 211 Dollar Tree shares in Q2 2026, an estimated $21.9K.
Dollar Tree made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1032 holding.
Wealthspire Advisors (New York) first reported a position in Dollar Tree in Q4 2018 and has held it in 14 quarters since.
Wealthspire Advisors (New York)'s Dollar Tree position peaked at $498K in Q4 2025.
862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.