Bellwether Advisors’s Dollar General DG Stock Holding History

Bellwether 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	–	Sell	-12,005	Closed	-$1.43M	–	177
2026 Q1	$1.43M	Buy	+12,005	New	+$1.71M	0.24%	90
2025 Q2	–	Sell	-54	Closed	-$4.75K	–	602
2025 Q1	$4.75K	Sell	54 -12,719	-100%	-$963K	﹤0.01%	375
2024 Q4	$968K	Buy	+12,773	New	+$1.01M	0.17%	67
2023 Q2	–	Sell	-5	Closed	-$1.05K	–	178
2023 Q1	$1.05K	Hold	5	–	–	﹤0.01%	372
2022 Q4	$1.23K	Hold	5	–	–	﹤0.01%	373
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	423
2022 Q2	$1K	Sell	5 -7	-58%	-$1.63K	﹤0.01%	351
2022 Q1	$2K	Hold	12	–	–	﹤0.01%	446
2021 Q4	$2K	Hold	12	–	–	﹤0.01%	496
2021 Q3	$2K	Buy	12 +7	+140%	+$1.58K	﹤0.01%	462
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	394
2021 Q1	$1K	Buy	+5	New	+$993	﹤0.01%	369

Other funds holding DG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bellwether Advisors's DG Position: Q2 2026 in Review

Bellwether Advisors sold out of Dollar General (DG) in Q2 2026, closing a stake of 12,005 shares — an estimated $1.43M sold.

Bellwether Advisors first reported a position in DG in Q1 2021 and held it in 12 quarters. The position peaked at $1.43M in Q1 2026. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Bellwether Advisors reported no remaining Dollar General position as of Q2 2026 after selling out during the quarter.
Bellwether Advisors sold 12,005 Dollar General shares in Q2 2026, an estimated $1.43M.
Bellwether Advisors first reported a position in Dollar General in Q1 2021 and held it in 12 quarters.
Bellwether Advisors's Dollar General position peaked at $1.43M in Q1 2026.
1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

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