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Crestwood Advisors Group’s Dollar General DG Stock Holding History

Crestwood Advisors Group’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 		$298K Buy
2,590
+82
+3% +$9.32K ﹤0.01% 684
2026
Q1 		$298K Buy
2,508
+395
+19% +$56.3K 0.01% 574
2025
Q4 		$280K Buy
+2,113
New +$236K ﹤0.01% 545

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

Crestwood Advisors Group's DG Position: Q2 2026 in Review

Crestwood Advisors Group increased its Dollar General (DG) stake by 3.3% in Q2 2026, buying an estimated $9.32K and bringing the position to 2,590 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Crestwood Advisors Group first reported a position in DG in Q4 2025 and has held it in 3 quarters since. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Crestwood Advisors Group held 2,590 shares of Dollar General worth $298K as of Q2 2026.
  • Crestwood Advisors Group bought 82 Dollar General shares in Q2 2026, an estimated $9.32K.
  • Dollar General made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #684 holding.
  • Crestwood Advisors Group first reported a position in Dollar General in Q4 2025 and has held it in 3 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.