AWM
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Accredited Wealth Management’s Dollar General DG Stock Holding History

Accredited 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
2025
Q3 		$4.86K Buy
134
+87
+185% +$9.54K ﹤0.01% 321
2025
Q2 		$5.38K Sell
47
-75
-61% -$7.45K ﹤0.01% 310
2025
Q1 		$10.7K Buy
+122
New +$9.24K 0.01% 238

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Accredited Wealth Management's DG Position: Q3 2025 in Review

Accredited Wealth Management increased its Dollar General (DG) stake by 185% in Q3 2025, buying an estimated $9.54K and bringing the position to 134 shares worth $4.86K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Accredited Wealth Management first reported a position in DG in Q1 2025 and has held it in 3 quarters since. The position peaked at $10.7K in Q1 2025. 1,057 funds tracked by Wall St. Rank hold DG as of Q3 2025.

  • Accredited Wealth Management held 134 shares of Dollar General worth $4.86K as of Q3 2025.
  • Accredited Wealth Management bought 87 Dollar General shares in Q3 2025, an estimated $9.54K.
  • Dollar General made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #321 holding.
  • Accredited Wealth Management first reported a position in Dollar General in Q1 2025 and has held it in 3 quarters since.
  • Accredited Wealth Management's Dollar General position peaked at $10.7K in Q1 2025.
  • 1,057 funds tracked by Wall St. Rank held Dollar General as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.