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BOLTON SECURITIES CORPORATION’s Dollar Tree DLTR Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$239K Buy
2,097
+1,385
+195% +$172K 0.01% 834
2026
Q2 		$86.1K Sell
712
-6
-0.8% -$624 ﹤0.01% 1159
2026
Q1 		$78.6K Buy
+718
New +$87.7K ﹤0.01% 1117
2025
Q3 		$67.8K Buy
+718
New +$76.8K ﹤0.01% 1079
2025
Q1 		$67.4K Buy
+898
New +$64.2K ﹤0.01% 965

Other funds holding DLTR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's DLTR Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Dollar Tree (DLTR) stake by 195% in Q3 2026, buying an estimated $172K and bringing the position to 2,097 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #834.

BOLTON SECURITIES CORPORATION first reported a position in DLTR in Q1 2025 and has held it in 5 quarters since. 607 funds tracked by Wall St. Rank hold DLTR as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 2,097 shares of Dollar Tree worth $239K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 1,385 Dollar Tree shares in Q3 2026, an estimated $172K.
  • Dollar Tree made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #834 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Dollar Tree in Q1 2025 and has held it in 5 quarters since.
  • 607 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.