Wedmont Private Capital’s Dollar Tree DLTR Stock Holding History

Wedmont Private Capital’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	$532K	Sell	4,263 -246	-5%	-$25.6K	0.01%	540
2026 Q1	$476K	Buy	4,509 +1,393	+45%	+$170K	0.02%	507
2025 Q4	$410K	Buy	3,116 +5	+0.2%	+$536	0.01%	545
2025 Q3	$265K	Buy	3,111 +435	+16%	+$46.6K	0.01%	653
2025 Q2	$280K	Buy	+2,676	New	+$231K	0.01%	597

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

Wedmont Private Capital's DLTR Position: Q2 2026 in Review

Wedmont Private Capital reduced its Dollar Tree (DLTR) stake by 5.5% in Q2 2026, selling an estimated $25.6K and leaving 4,263 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #540.

Wedmont Private Capital first reported a position in DLTR in Q2 2025 and has held it in 5 quarters since. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

Wedmont Private Capital held 4,263 shares of Dollar Tree worth $532K as of Q2 2026.
Wedmont Private Capital sold 246 Dollar Tree shares in Q2 2026, an estimated $25.6K.
Dollar Tree made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #540 holding.
Wedmont Private Capital first reported a position in Dollar Tree in Q2 2025 and has held it in 5 quarters since.
862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.