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Basecamp Wealth Advisors’s Dollar General DG Stock Holding History

Basecamp 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 		$37.1K Sell
322
-212
-40% -$24.1K 0.01% 625
2026
Q1 		$63.4K Buy
534
+199
+59% +$28.4K 0.01% 483
2025
Q4 		$44.5K Buy
+335
New +$37.4K 0.01% 555

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

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

Basecamp Wealth Advisors reduced its Dollar General (DG) stake by 40% in Q2 2026, selling an estimated $24.1K and leaving 322 shares worth $37.1K. The position accounts for 0.01% of the portfolio, ranked #625.

Basecamp Wealth Advisors first reported a position in DG in Q4 2025 and has held it in 3 quarters since. The position peaked at $63.4K in Q1 2026. 1,127 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Basecamp Wealth Advisors held 322 shares of Dollar General worth $37.1K as of Q2 2026.
  • Basecamp Wealth Advisors sold 212 Dollar General shares in Q2 2026, an estimated $24.1K.
  • Dollar General made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #625 holding.
  • Basecamp Wealth Advisors first reported a position in Dollar General in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Dollar General position peaked at $63.4K in Q1 2026.
  • 1,127 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.