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Abundance Wealth Counselors’s Dollar General DG Stock Holding History

Abundance Wealth Counselors’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 		$236K Sell
2,046
-504
-20% -$57.3K 0.02% 269
2026
Q1 		$303K Buy
+2,550
New +$364K 0.04% 181
2021
Q2 		– Sell
-12
Closed -$2K – 163
2021
Q1 		$2K Buy
+12
New +$2.38K ﹤0.01% 328

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 $3.38T AUM 44.17% 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

Abundance Wealth Counselors's DG Position: Q2 2026 in Review

Abundance Wealth Counselors reduced its Dollar General (DG) stake by 20% in Q2 2026, selling an estimated $57.3K and leaving 2,046 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #269.

Abundance Wealth Counselors first reported a position in DG in Q1 2021 and has held it in 3 quarters since. The position peaked at $303K in Q1 2026. 1,133 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Abundance Wealth Counselors held 2,046 shares of Dollar General worth $236K as of Q2 2026.
  • Abundance Wealth Counselors sold 504 Dollar General shares in Q2 2026, an estimated $57.3K.
  • Dollar General made up 0.02% of Abundance Wealth Counselors's portfolio in Q2 2026, its #269 holding.
  • Abundance Wealth Counselors first reported a position in Dollar General in Q1 2021 and has held it in 3 quarters since.
  • Abundance Wealth Counselors's Dollar General position peaked at $303K in Q1 2026.
  • 1,133 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.