Back to DLTR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → DLTR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC DLTR Position History
Dollar Tree, Inc. • Consumer Defensive
Quarters held
5
Latest value
$7.6M
Q3 2026
Peak value
$7.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.1M |
| Q4 2025 | $3.3M |
| Q1 2026 | $2.6M |
| Q2 2026 | $4.1M |
| Q3 2026 | $7.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.6M | 74.6K | — | — |
| Q2 2026 | $4.1M | 38.6K | — | — |
| Q1 2026 | $2.6M | 28.6K | — | — |
| Q4 2025 | $3.3M | 24.3K | — | — |
| Q3 2025 | $2.1M | 24.2K | — | — |
Other funds holding DLTR
$1.1B
$1.1B
$999.7M
$416.1M
$298.3M