WFI
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West Family Investments’s Dollar Tree DLTR Stock Holding History

West Family Investments’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 		$235K Buy
+1,944
New +$202K 0.07% 401

Other funds holding DLTR

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

West Family Investments's DLTR Position: Q2 2026 in Review

West Family Investments opened a new position in Dollar Tree (DLTR) in Q2 2026: 1,944 shares worth $235K. The stake represents 0.07% of the portfolio and ranks #401 among its holdings.

585 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • West Family Investments held 1,944 shares of Dollar Tree worth $235K as of Q2 2026.
  • Dollar Tree was a new West Family Investments position in Q2 2026.
  • Dollar Tree made up 0.07% of West Family Investments's portfolio in Q2 2026, its #401 holding.
  • 585 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.