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

Arista 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
Q4 		– Sell
-3,400
Closed -$351K – 269
2025
Q3 		$351K Buy
+3,400
New +$373K 0.04% 184

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Pzena Investment Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Arista Wealth Management's DG Position: Q4 2025 in Review

Arista Wealth Management sold out of Dollar General (DG) in Q4 2025, closing a stake of 3,400 shares — an estimated $351K sold.

Arista Wealth Management first reported a position in DG in Q3 2025 and held it in 1 quarter. The position peaked at $351K in Q3 2025. 1,170 funds tracked by Wall St. Rank hold DG as of Q4 2025.

  • Arista Wealth Management reported no remaining Dollar General position as of Q4 2025 after selling out during the quarter.
  • Arista Wealth Management sold 3,400 Dollar General shares in Q4 2025, an estimated $351K.
  • Arista Wealth Management first reported a position in Dollar General in Q3 2025 and held it in 1 quarter.
  • Arista Wealth Management's Dollar General position peaked at $351K in Q3 2025.
  • 1,170 funds tracked by Wall St. Rank held Dollar General as of Q4 2025.

Based on Arista Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.