West Paces Advisors’s Dollar Tree DLTR Stock Holding History

West Paces 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
2026 Q3	$342	Hold	3	–	–	﹤0.01%	678
2026 Q2	$363	Buy	+3	New	+$312	﹤0.01%	720
2025 Q2	–	Sell	-3	Closed	-$225	–	306
2025 Q1	$225	Sell	3 -2	-40%	-$143	﹤0.01%	547
2024 Q4	$375	Buy	+5	New	+$343	﹤0.01%	532
2024 Q1	–	Sell	-4	Closed	-$568	–	606
2023 Q4	$568	Buy	+4	New	+$474	﹤0.01%	550
2023 Q3	–	Sell	-5	Closed	-$718	–	537
2023 Q2	$718	Hold	5	–	–	﹤0.01%	511
2023 Q1	$718	Hold	5	–	–	﹤0.01%	521
2022 Q4	$707	Hold	5	–	–	﹤0.01%	492
2022 Q3	$681	Hold	5	–	–	﹤0.01%	488
2022 Q2	$779	Buy	+5	New	+$792	﹤0.01%	534
2021 Q3	–	Sell	-24	Closed	-$2.39K	–	583
2021 Q2	$2.39K	Hold	24	–	–	﹤0.01%	516
2021 Q1	$2.75K	Hold	24	–	–	﹤0.01%	407
2020 Q4	$2.59K	Hold	24	–	–	﹤0.01%	389
2020 Q3	$2.19K	Hold	24	–	–	﹤0.01%	391
2020 Q2	$2.22K	Hold	24	–	–	﹤0.01%	417
2020 Q1	$1.76K	Hold	24	–	–	﹤0.01%	428
2019 Q4	$2.26K	Hold	24	–	–	﹤0.01%	449
2019 Q3	$2.74K	Hold	24	–	–	﹤0.01%	424
2019 Q2	$2.58K	Hold	24	–	–	﹤0.01%	426
2019 Q1	$2.52K	Hold	24	–	–	﹤0.01%	427
2018 Q4	$2.17K	Hold	24	–	–	﹤0.01%	437
2018 Q3	$1.96K	Hold	24	–	–	﹤0.01%	446
2018 Q2	$2.04K	Hold	24	–	–	﹤0.01%	451
2018 Q1	$2.28K	Hold	24	–	–	﹤0.01%	415
2017 Q4	$2.58K	Sell	24 -30	-56%	-$2.93K	﹤0.01%	419
2017 Q3	$4.69K	Hold	54	–	–	﹤0.01%	390
2017 Q2	$3.78K	Hold	54	–	–	﹤0.01%	410
2017 Q1	$4.24K	Hold	54	–	–	﹤0.01%	397
2016 Q4	$4.17K	Buy	+54	New	+$4.35K	﹤0.01%	419

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

West Paces Advisors's DLTR Position: Q3 2026 in Review

West Paces Advisors held its Dollar Tree (DLTR) position steady in Q3 2026 at 3 shares worth $342. The position accounts for ﹤0.01% of the portfolio, ranked #678.

West Paces Advisors first reported a position in DLTR in Q4 2016 and has held it in 29 quarters since. The position peaked at $4.69K in Q3 2017. 70 funds tracked by Wall St. Rank hold DLTR as of Q3 2026.

West Paces Advisors held 3 shares of Dollar Tree worth $342 as of Q3 2026.
West Paces Advisors left its Dollar Tree share count unchanged in Q3 2026.
Dollar Tree made up ﹤0.01% of West Paces Advisors's portfolio in Q3 2026, its #678 holding.
West Paces Advisors first reported a position in Dollar Tree in Q4 2016 and has held it in 29 quarters since.
West Paces Advisors's Dollar Tree position peaked at $4.69K in Q3 2017.
70 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.