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Advyzon Investment Management’s Dollar General DG Stock Holding History

Advyzon Investment 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
-5,649
Closed -$671K – 771
2026
Q1 		$671K Buy
5,649
+1,766
+45% +$252K 0.06% 309
2025
Q4 		$516K Sell
3,883
-19
-0.5% -$2.12K 0.06% 313
2025
Q3 		$403K Buy
3,902
+33
+0.9% +$3.62K 0.07% 254
2025
Q2 		$443K Buy
3,869
+85
+2% +$8.44K 0.1% 200
2025
Q1 		$333K Buy
+3,784
New +$286K 0.12% 158

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 $3.37T AUM 44.26% 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

Advyzon Investment Management's DG Position: Q2 2026 in Review

Advyzon Investment Management sold out of Dollar General (DG) in Q2 2026, closing a stake of 5,649 shares — an estimated $671K sold.

Advyzon Investment Management first reported a position in DG in Q1 2025 and held it in 5 quarters. The position peaked at $671K in Q1 2026. 1,129 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Advyzon Investment Management reported no remaining Dollar General position as of Q2 2026 after selling out during the quarter.
  • Advyzon Investment Management sold 5,649 Dollar General shares in Q2 2026, an estimated $671K.
  • Advyzon Investment Management first reported a position in Dollar General in Q1 2025 and held it in 5 quarters.
  • Advyzon Investment Management's Dollar General position peaked at $671K in Q1 2026.
  • 1,129 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.