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Westfuller Advisors’s Dollar Tree DLTR Stock Holding History

Westfuller 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
Q2 		$39.6K Buy
327
+211
+182% +$21.9K 0.01% 326
2026
Q1 		$12.7K Sell
116
-2
-2% -$244 0.01% 415
2025
Q4 		$14.5K Sell
118
-17
-13% -$1.82K 0.01% 414
2025
Q3 		$12.7K Buy
+135
New +$14.4K 0.01% 424

Other funds holding DLTR

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
Vanguard Capital Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Westfuller Advisors's DLTR Position: Q2 2026 in Review

Westfuller Advisors increased its Dollar Tree (DLTR) stake by 182% in Q2 2026, buying an estimated $21.9K and bringing the position to 327 shares worth $39.6K. The position accounts for 0.01% of the portfolio, ranked #326.

Westfuller Advisors first reported a position in DLTR in Q3 2025 and has held it in 4 quarters since. 865 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Westfuller Advisors held 327 shares of Dollar Tree worth $39.6K as of Q2 2026.
  • Westfuller Advisors bought 211 Dollar Tree shares in Q2 2026, an estimated $21.9K.
  • Dollar Tree made up 0.01% of Westfuller Advisors's portfolio in Q2 2026, its #326 holding.
  • Westfuller Advisors first reported a position in Dollar Tree in Q3 2025 and has held it in 4 quarters since.
  • 865 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.