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Aaron Wealth Advisors’s Dollar General DG Stock Holding History

Aaron Wealth Advisors’s Portfolio DG Stock Details DG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$292K Sell
2,533
-2,166
-46% -$246K 0.01% 583
2026
Q1 		$558K Sell
4,699
-2,479
-35% -$353K 0.03% 366
2025
Q4 		$953K Sell
7,178
-2,825
-28% -$315K 0.05% 258
2025
Q3 		$1.03M Buy
+10,003
New +$1.1M 0.06% 226
2023
Q4 		– Sell
-8,267
Closed -$875K – 265
2023
Q3 		$875K Buy
8,267
+27
+0.3% +$4.03K 0.11% 94
2023
Q2 		$1.4M Buy
+8,240
New +$1.63M 0.18% 80
2022
Q2 		– Sell
-82,373
Closed -$370K – 357
2022
Q1 		$370K Buy
+82,373
New +$17.5M 0.01% 603

Other funds holding DG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aaron Wealth Advisors's DG Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Dollar General (DG) stake by 46% in Q2 2026, selling an estimated $246K and leaving 2,533 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #583.

Aaron Wealth Advisors first reported a position in DG in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.4M in Q2 2023. 1,127 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Aaron Wealth Advisors held 2,533 shares of Dollar General worth $292K as of Q2 2026.
  • Aaron Wealth Advisors sold 2,166 Dollar General shares in Q2 2026, an estimated $246K.
  • Dollar General made up 0.01% of Aaron Wealth Advisors's portfolio in Q2 2026, its #583 holding.
  • Aaron Wealth Advisors first reported a position in Dollar General in Q1 2022 and has held it in 7 quarters since.
  • Aaron Wealth Advisors's Dollar General position peaked at $1.4M in Q2 2023.
  • 1,127 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.