Abound Wealth Management’s Dollar General DG Stock Holding History

Abound Wealth Management’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	–	Sell	-33	Closed	-$3.92K	–	1422
2026 Q1	$3.92K	Buy	33 +9	+38%	+$1.28K	﹤0.01%	786
2025 Q4	$3.19K	Hold	24	–	–	﹤0.01%	773
2025 Q3	$2.48K	Hold	24	–	–	﹤0.01%	776
2025 Q2	$2.75K	Hold	24	–	–	﹤0.01%	701
2025 Q1	$2.11K	Hold	24	–	–	﹤0.01%	693
2024 Q4	$1.82K	Hold	24	–	–	﹤0.01%	680
2024 Q3	$2.03K	Sell	24 -11	-31%	-$1.21K	﹤0.01%	702
2024 Q2	$4.67K	Sell	35 -27	-44%	-$3.77K	﹤0.01%	519
2024 Q1	$9.72K	Sell	62 -3	-5%	-$426	﹤0.01%	384
2023 Q4	$8.88K	Sell	65 -23	-26%	-$2.79K	﹤0.01%	393
2023 Q3	$9.28K	Buy	88 +8	+10%	+$1.19K	﹤0.01%	341
2023 Q2	$13.5K	Buy	80 +9	+13%	+$1.78K	0.01%	287
2023 Q1	$14.8K	Buy	71 +23	+48%	+$5.16K	0.01%	244
2022 Q4	$11.9K	Buy	48 +4	+9%	+$989	0.01%	241
2022 Q3	$10.7K	Buy	+44	New	+$10.9K	0.01%	266

Other funds holding DG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Abound Wealth Management's DG Position: Q2 2026 in Review

Abound Wealth Management sold out of Dollar General (DG) in Q2 2026, closing a stake of 33 shares — an estimated $3.92K sold.

Abound Wealth Management first reported a position in DG in Q3 2022 and held it in 15 quarters. The position peaked at $14.8K in Q1 2023. 1,125 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Abound Wealth Management reported no remaining Dollar General position as of Q2 2026 after selling out during the quarter.
Abound Wealth Management sold 33 Dollar General shares in Q2 2026, an estimated $3.92K.
Abound Wealth Management first reported a position in Dollar General in Q3 2022 and held it in 15 quarters.
Abound Wealth Management's Dollar General position peaked at $14.8K in Q1 2023.
1,125 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.