AWS
DG icon

Atria Wealth Solutions’s Dollar General DG Stock Holding History

Atria Wealth Solutions’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
Q2 		$321K Buy
2,807
+194
+7% +$19.3K 0.01% 1120
2025
Q1 		$230K Buy
+2,613
New +$198K ﹤0.01% 1640
2024
Q4 		– Sell
-2,566
Closed -$217K – 1998
2024
Q3 		$217K Sell
2,566
-4,300
-63% -$471K ﹤0.01% 1735
2024
Q2 		$908K Sell
6,866
-3,720
-35% -$519K 0.01% 939
2024
Q1 		$1.65M Buy
10,586
+268
+3% +$38.1K 0.02% 696
2023
Q4 		$1.4M Sell
10,318
-844
-8% -$102K 0.02% 738
2023
Q3 		$1.18M Buy
11,162
+2,746
+33% +$409K 0.02% 739
2023
Q2 		$1.43M Sell
8,416
-2,117
-20% -$419K 0.02% 700
2023
Q1 		$2.22M Sell
10,533
-912
-8% -$205K 0.03% 509
2022
Q4 		$2.82M Buy
11,445
+287
+3% +$71K 0.05% 400
2022
Q3 		$2.68M Buy
11,158
+8,875
+389% +$2.19M 0.05% 384
2022
Q2 		$561K Sell
2,283
-1,077
-32% -$251K 0.01% 912
2022
Q1 		$748K Buy
+3,360
New +$714K 0.01% 850

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Wealth Solutions's DG Position: Q2 2025 in Review

Atria Wealth Solutions increased its Dollar General (DG) stake by 7.4% in Q2 2025, buying an estimated $19.3K and bringing the position to 2,807 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #1120.

Atria Wealth Solutions first reported a position in DG in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.82M in Q4 2022. 1,020 funds tracked by Wall St. Rank hold DG as of Q2 2025.

  • Atria Wealth Solutions held 2,807 shares of Dollar General worth $321K as of Q2 2025.
  • Atria Wealth Solutions bought 194 Dollar General shares in Q2 2025, an estimated $19.3K.
  • Dollar General made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1120 holding.
  • Atria Wealth Solutions first reported a position in Dollar General in Q1 2022 and has held it in 13 quarters since.
  • Atria Wealth Solutions's Dollar General position peaked at $2.82M in Q4 2022.
  • 1,020 funds tracked by Wall St. Rank held Dollar General as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.