AWE
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Avidian Wealth Enterprises’s Dollar General DG Stock Holding History

Avidian Wealth Enterprises’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 		$2.96M Buy
25,689
+403
+2% +$45.8K 0.08% 152
2026
Q1 		$3M Buy
+25,286
New +$3.61M 0.1% 139
2021
Q1 		– Sell
-964
Closed -$203K – 372
2020
Q4 		$203K Buy
+964
New +$206K 0.02% 302

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

Avidian Wealth Enterprises's DG Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Dollar General (DG) stake by 1.6% in Q2 2026, buying an estimated $45.8K and bringing the position to 25,689 shares worth $2.96M. The position accounts for 0.08% of the portfolio, ranked #152.

Avidian Wealth Enterprises first reported a position in DG in Q4 2020 and has held it in 3 quarters since. The position peaked at $3M in Q1 2026. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Avidian Wealth Enterprises held 25,689 shares of Dollar General worth $2.96M as of Q2 2026.
  • Avidian Wealth Enterprises bought 403 Dollar General shares in Q2 2026, an estimated $45.8K.
  • Dollar General made up 0.08% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #152 holding.
  • Avidian Wealth Enterprises first reported a position in Dollar General in Q4 2020 and has held it in 3 quarters since.
  • Avidian Wealth Enterprises's Dollar General position peaked at $3M in Q1 2026.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.