WIM
DLTR icon

Westside Investment Management’s Dollar Tree DLTR Stock Holding History

Westside Investment Management’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 		$25.9K Hold
214
– – ﹤0.01% 834
2026
Q1 		$23.2K Hold
214
– – ﹤0.01% 847
2025
Q4 		$27.3K Sell
214
-50
-19% -$5.36K ﹤0.01% 752
2025
Q3 		$24K Buy
264
+133
+102% +$14.2K ﹤0.01% 806
2025
Q2 		$13.2K Buy
131
+81
+162% +$6.99K ﹤0.01% 844
2025
Q1 		$3.75K Hold
50
– – ﹤0.01% 819
2024
Q4 		$3.75K Hold
50
– – ﹤0.01% 815
2024
Q3 		$3.52K Hold
50
– – ﹤0.01% 829
2024
Q2 		$5.34K Hold
50
– – ﹤0.01% 750
2024
Q1 		$6.66K Hold
50
– – ﹤0.01% 691
2023
Q4 		$7.1K Hold
50
– – ﹤0.01% 654
2023
Q3 		$5.32K Hold
50
– – ﹤0.01% 683
2023
Q2 		$7.17K Hold
50
– – ﹤0.01% 646
2023
Q1 		$7.18K Hold
50
– – ﹤0.01% 647
2022
Q4 		$7 Hold
50
– – ﹤0.01% 648
2022
Q3 		$6 Hold
50
– – ﹤0.01% 665
2022
Q2 		$7 Hold
50
– – ﹤0.01% 640
2022
Q1 		$8 Hold
50
– – ﹤0.01% 635
2021
Q4 		$7 Hold
50
– – ﹤0.01% 624
2021
Q3 		$4 Hold
50
– – ﹤0.01% 673
2021
Q2 		$4 Hold
50
– – ﹤0.01% 661
2021
Q1 		$5 Hold
50
– – ﹤0.01% 621
2020
Q4 		$5 Hold
50
– – ﹤0.01% 554
2020
Q3 		$4 Hold
50
– – ﹤0.01% 562
2020
Q2 		$4 Hold
50
– – ﹤0.01% 558
2020
Q1 		$3 Buy
+50
New +$4.26K ﹤0.01% 569
2019
Q2 		$5K Buy
+50
New +$5.26K ﹤0.01% 540
2018
Q4 		$4.52K Buy
+50
New +$4.22K ﹤0.01% 564

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

Westside Investment Management's DLTR Position: Q2 2026 in Review

Westside Investment Management held its Dollar Tree (DLTR) position steady in Q2 2026 at 214 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Westside Investment Management first reported a position in DLTR in Q4 2018 and has held it in 28 quarters since. The position peaked at $27.3K in Q4 2025. 862 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Westside Investment Management held 214 shares of Dollar Tree worth $25.9K as of Q2 2026.
  • Westside Investment Management left its Dollar Tree share count unchanged in Q2 2026.
  • Dollar Tree made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #834 holding.
  • Westside Investment Management first reported a position in Dollar Tree in Q4 2018 and has held it in 28 quarters since.
  • Westside Investment Management's Dollar Tree position peaked at $27.3K in Q4 2025.
  • 862 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.