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Crewe Advisors’s Dollar General DG Stock Holding History

Crewe 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 		$4.79K Sell
42
-3
-7% -$341 ﹤0.01% 890
2026
Q1 		$5.4K Hold
45
– – ﹤0.01% 766
2025
Q4 		$6.03K Sell
45
-200
-82% -$22.3K ﹤0.01% 699
2025
Q3 		$25.3K Buy
245
+3
+1% +$329 ﹤0.01% 458
2025
Q2 		$27.7K Sell
242
-10
-4% -$993 ﹤0.01% 331
2025
Q1 		$22.2K Buy
252
+31
+14% +$2.35K ﹤0.01% 338
2024
Q4 		$16.8K Sell
221
-230
-51% -$18.1K ﹤0.01% 374
2024
Q3 		$38.1K Buy
451
+4
+0.9% +$438 ﹤0.01% 326
2024
Q2 		$59.1K Buy
447
+190
+74% +$26.5K 0.01% 350
2024
Q1 		$40.1K Buy
+257
New +$36.5K ﹤0.01% 394
2023
Q4 		– Sell
-104
Closed -$11K – 490
2023
Q3 		$11K Buy
104
+100
+2,500% +$14.9K ﹤0.01% 241
2023
Q2 		$680 Sell
4
-52
-93% -$10.3K ﹤0.01% 610
2023
Q1 		$11.8K Sell
56
-34
-38% -$7.63K ﹤0.01% 518
2022
Q4 		$22.2K Sell
90
-55
-38% -$13.6K ﹤0.01% 403
2022
Q3 		$35K Buy
145
+56
+63% +$13.8K 0.01% 359
2022
Q2 		$22K Buy
+89
New +$20.8K ﹤0.01% 401
2021
Q4 		– Sell
-23
Closed -$5K – 414
2021
Q3 		$5K Hold
23
– – ﹤0.01% 299
2021
Q2 		$5K Hold
23
– – ﹤0.01% 329
2021
Q1 		$5K Hold
23
– – ﹤0.01% 365
2020
Q4 		$5K Sell
23
-24
-51% -$5.13K ﹤0.01% 352
2020
Q3 		$10K Buy
+47
New +$9.24K ﹤0.01% 245

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

Crewe Advisors's DG Position: Q2 2026 in Review

Crewe Advisors reduced its Dollar General (DG) stake by 6.7% in Q2 2026, selling an estimated $341 and leaving 42 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Crewe Advisors first reported a position in DG in Q3 2020 and has held it in 21 quarters since. The position peaked at $59.1K in Q2 2024. 1,132 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Crewe Advisors held 42 shares of Dollar General worth $4.79K as of Q2 2026.
  • Crewe Advisors sold 3 Dollar General shares in Q2 2026, an estimated $341.
  • Dollar General made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #890 holding.
  • Crewe Advisors first reported a position in Dollar General in Q3 2020 and has held it in 21 quarters since.
  • Crewe Advisors's Dollar General position peaked at $59.1K in Q2 2024.
  • 1,132 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.