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 Q3	$517K	Buy	4,360 +97	+2%	+$12.1K	0.01%	583
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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return

Wedmont Private Capital's DLTR Position: Q3 2026 in Review

Wedmont Private Capital increased its Dollar Tree (DLTR) stake by 2.3% in Q3 2026, buying an estimated $12.1K and bringing the position to 4,360 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #583.

Wedmont Private Capital first reported a position in DLTR in Q2 2025 and has held it in 6 quarters since. The position peaked at $532K in Q2 2026. 59 funds tracked by Wall St. Rank hold DLTR as of Q3 2026.

Wedmont Private Capital held 4,360 shares of Dollar Tree worth $517K as of Q3 2026.
Wedmont Private Capital bought 97 Dollar Tree shares in Q3 2026, an estimated $12.1K.
Dollar Tree made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #583 holding.
Wedmont Private Capital first reported a position in Dollar Tree in Q2 2025 and has held it in 6 quarters since.
Wedmont Private Capital's Dollar Tree position peaked at $532K in Q2 2026.
59 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.