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Aurora Private Wealth’s Dollar General DG Stock Holding History

Aurora Private Wealth’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 		$230K Buy
+2,008
New +$199K 0.17% 141
2023
Q2 		– Sell
-1,028
Closed -$216K – 137
2023
Q1 		$216K Buy
1,028
+12
+1% +$2.69K 0.23% 135
2022
Q4 		$250K Buy
1,016
+122
+14% +$30.2K 0.29% 111
2022
Q3 		$215K Buy
+894
New +$221K 0.1% 149

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aurora Private Wealth's DG Position: Q2 2025 in Review

Aurora Private Wealth opened a new position in Dollar General (DG) in Q2 2025: 2,008 shares worth $230K. The stake represents 0.17% of the portfolio and ranks #141 among its holdings. This is a return to the name: Aurora Private Wealth previously reported a position in DG as recently as Q1 2023.

Aurora Private Wealth first reported a position in DG in Q3 2022 and has held it in 4 quarters since. The position peaked at $250K in Q4 2022. 1,020 funds tracked by Wall St. Rank hold DG as of Q2 2025.

  • Aurora Private Wealth held 2,008 shares of Dollar General worth $230K as of Q2 2025.
  • Dollar General was a new Aurora Private Wealth position in Q2 2025.
  • Dollar General made up 0.17% of Aurora Private Wealth's portfolio in Q2 2025, its #141 holding.
  • Aurora Private Wealth first reported a position in Dollar General in Q3 2022 and has held it in 4 quarters since.
  • Aurora Private Wealth's Dollar General position peaked at $250K in Q4 2022.
  • 1,020 funds tracked by Wall St. Rank held Dollar General as of Q2 2025.

Based on Aurora Private Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.