WAG
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Wilkerson Advisory Group’s Dollar Tree DLTR Stock Holding History

Wilkerson Advisory Group’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 		$40K Buy
331
+68
+26% +$7.07K 0.01% 251
2026
Q1 		$28.8K Buy
263
+117
+80% +$14.3K 0.01% 259
2025
Q4 		$18K Buy
+146
New +$15.6K 0.01% 252

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

Wilkerson Advisory Group's DLTR Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Dollar Tree (DLTR) stake by 26% in Q2 2026, buying an estimated $7.07K and bringing the position to 331 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #251.

Wilkerson Advisory Group first reported a position in DLTR in Q4 2025 and has held it in 3 quarters since. 860 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Wilkerson Advisory Group held 331 shares of Dollar Tree worth $40K as of Q2 2026.
  • Wilkerson Advisory Group bought 68 Dollar Tree shares in Q2 2026, an estimated $7.07K.
  • Dollar Tree made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #251 holding.
  • Wilkerson Advisory Group first reported a position in Dollar Tree in Q4 2025 and has held it in 3 quarters since.
  • 860 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.