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Planning Strategies Inc.’s Dollar Tree DLTR Stock Holding History

Planning Strategies Inc.’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 		$968 Buy
+8
New +$832 ﹤0.01% 744

Other funds holding DLTR

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
AS
Aware Super Sydney, Australia $7.06B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Planning Strategies Inc.'s DLTR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Dollar Tree (DLTR) in Q2 2026: 8 shares worth $968. The stake represents ﹤0.01% of the portfolio and ranks #744 among its holdings.

275 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Planning Strategies Inc. held 8 shares of Dollar Tree worth $968 as of Q2 2026.
  • Dollar Tree was a new Planning Strategies Inc. position in Q2 2026.
  • Dollar Tree made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #744 holding.
  • 275 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.