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 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

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 $60.8B AUM 26.63% 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

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

Accurate Wealth Management increased its Dollar General (DG) stake by 54% in Q2 2026, buying an estimated $198K and bringing the position to 4,937 shares worth $587K. The position accounts for 0.06% of the portfolio, ranked #314.

Accurate Wealth Management first reported a position in DG in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.02M in Q2 2025. 1,132 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Accurate Wealth Management held 4,937 shares of Dollar General worth $587K as of Q2 2026.
Accurate Wealth Management bought 1,738 Dollar General shares in Q2 2026, an estimated $198K.
Dollar General made up 0.06% of Accurate Wealth Management's portfolio in Q2 2026, its #314 holding.
Accurate Wealth Management first reported a position in Dollar General in Q4 2022 and has held it in 8 quarters since.
Accurate Wealth Management's Dollar General position peaked at $1.02M in Q2 2025.
1,132 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.