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Arkadios Wealth Advisors’s Dollar General DG Stock Holding History

Arkadios Wealth Advisors’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 		$1.15M Sell
10,029
-867
-8% -$98.5K 0.02% 755
2026
Q1 		$1.29M Buy
10,896
+297
+3% +$42.3K 0.02% 676
2025
Q4 		$1.41M Sell
10,599
-1,105
-9% -$123K 0.03% 566
2025
Q3 		$1.21M Sell
11,704
-154
-1% -$16.9K 0.03% 563
2025
Q2 		$1.36M Buy
11,858
+536
+5% +$53.2K 0.04% 457
2025
Q1 		$995K Buy
11,322
+3,294
+41% +$249K 0.04% 459
2024
Q4 		$609K Buy
8,028
+3,982
+98% +$314K 0.03% 472
2024
Q3 		$342K Sell
4,046
-3,524
-47% -$386K 0.02% 666
2024
Q2 		$1M Sell
7,570
-2,212
-23% -$309K 0.07% 282
2024
Q1 		$1.53M Buy
9,782
+6,043
+162% +$859K 0.12% 176
2023
Q4 		$508K Buy
3,739
+807
+28% +$97.9K 0.04% 365
2023
Q3 		$310K Buy
2,932
+1,144
+64% +$171K 0.03% 473
2023
Q2 		$304K Buy
1,788
+7
+0.4% +$1.38K 0.04% 439
2023
Q1 		$375K Buy
+1,781
New +$400K 0.04% 371
2021
Q4 		– Sell
-482
Closed -$102K – 853
2021
Q3 		$102K Buy
482
+180
+60% +$40.6K 0.01% 681
2021
Q2 		$65K Buy
302
+144
+91% +$30.3K 0.01% 847
2021
Q1 		$32K Buy
158
+25
+19% +$4.96K 0.01% 820
2020
Q4 		$27K Sell
133
-187
-58% -$39.9K 0.01% 679
2020
Q3 		$70.9K Sell
320
-11
-3% -$2.16K 0.04% 347
2020
Q2 		$62.8K Buy
331
+214
+183% +$38.7K 0.03% 335
2020
Q1 		$17.7K Buy
117
+4
+4% +$618 0.01% 511
2019
Q4 		$18.1K Buy
+113
New +$17.9K 0.01% 478

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

Arkadios Wealth Advisors's DG Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Dollar General (DG) stake by 8% in Q2 2026, selling an estimated $98.5K and leaving 10,029 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #755.

Arkadios Wealth Advisors first reported a position in DG in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.53M in Q1 2024. 1,129 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Arkadios Wealth Advisors held 10,029 shares of Dollar General worth $1.15M as of Q2 2026.
  • Arkadios Wealth Advisors sold 867 Dollar General shares in Q2 2026, an estimated $98.5K.
  • Dollar General made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #755 holding.
  • Arkadios Wealth Advisors first reported a position in Dollar General in Q4 2019 and has held it in 22 quarters since.
  • Arkadios Wealth Advisors's Dollar General position peaked at $1.53M in Q1 2024.
  • 1,129 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.