Accurate Wealth Management’s Dollar General DG Stock Holding History

Accurate 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 Q3	$636K	Buy	5,086 +149	+3%	+$18.4K	0.05%	318
2026 Q2	$587K	Buy	4,937 +1,738	+54%	+$198K	0.06%	314
2026 Q1	$370K	Sell	3,199 -2,282	-42%	-$325K	0.04%	378
2025 Q4	$782K	Sell	5,481 -3,701	-40%	-$413K	0.1%	215
2025 Q3	$952K	Buy	9,182 +108	+1%	+$11.8K	0.13%	172
2025 Q2	$1.02M	Sell	9,074 -86	-0.9%	-$8.54K	0.16%	145
2025 Q1	$816K	Buy	9,160 +468	+5%	+$35.4K	0.16%	141
2024 Q4	$620K	Buy	+8,692	New	+$685K	0.12%	177
2023 Q1	–	Sell	-113	Closed	-$27.3K	–	533
2022 Q4	$27.3K	Buy	+113	New	+$27.9K	0.01%	593

Other funds holding DG

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Accurate Wealth Management's DG Position: Q3 2026 in Review

Accurate Wealth Management increased its Dollar General (DG) stake by 3% in Q3 2026, buying an estimated $18.4K and bringing the position to 5,086 shares worth $636K. The position accounts for 0.05% of the portfolio, ranked #318.

Accurate Wealth Management first reported a position in DG in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.02M in Q2 2025. 748 funds tracked by Wall St. Rank hold DG as of Q3 2026.

Accurate Wealth Management held 5,086 shares of Dollar General worth $636K as of Q3 2026.
Accurate Wealth Management bought 149 Dollar General shares in Q3 2026, an estimated $18.4K.
Dollar General made up 0.05% of Accurate Wealth Management's portfolio in Q3 2026, its #318 holding.
Accurate Wealth Management first reported a position in Dollar General in Q4 2022 and has held it in 9 quarters since.
Accurate Wealth Management's Dollar General position peaked at $1.02M in Q2 2025.
748 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.