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West Michigan Advisors’s Dollar Tree DLTR Stock Holding History

West Michigan Advisors’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
2025
Q4 		– Sell
-20,959
Closed -$1.98M – 279
2025
Q3 		$1.98M Buy
+20,959
New +$2.24M 0.48% 68
2022
Q3 		– Sell
-1,313
Closed -$205K – 117
2022
Q2 		$205K Sell
1,313
-236
-15% -$37.4K 0.18% 103
2022
Q1 		$248K Buy
1,549
+4
+0.3% +$566 0.17% 105
2021
Q4 		$217K Buy
+1,545
New +$188K 0.16% 113

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
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

West Michigan Advisors's DLTR Position: Q4 2025 in Review

West Michigan Advisors sold out of Dollar Tree (DLTR) in Q4 2025, closing a stake of 20,959 shares — an estimated $1.98M sold.

West Michigan Advisors first reported a position in DLTR in Q4 2021 and held it in 4 quarters. The position peaked at $1.98M in Q3 2025. 836 funds tracked by Wall St. Rank hold DLTR as of Q4 2025.

  • West Michigan Advisors reported no remaining Dollar Tree position as of Q4 2025 after selling out during the quarter.
  • West Michigan Advisors sold 20,959 Dollar Tree shares in Q4 2025, an estimated $1.98M.
  • West Michigan Advisors first reported a position in Dollar Tree in Q4 2021 and held it in 4 quarters.
  • West Michigan Advisors's Dollar Tree position peaked at $1.98M in Q3 2025.
  • 836 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2025.

Based on West Michigan Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.