DWP
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Daymark Wealth Partners’s Dollar General DG Stock Holding History

Daymark Wealth Partners’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 		$292K Sell
2,533
-168
-6% -$19.1K 0.01% 643
2026
Q1 		$321K Buy
+2,701
New +$385K 0.01% 558

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

Daymark Wealth Partners's DG Position: Q2 2026 in Review

Daymark Wealth Partners reduced its Dollar General (DG) stake by 6.2% in Q2 2026, selling an estimated $19.1K and leaving 2,533 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #643.

Daymark Wealth Partners first reported a position in DG in Q1 2026 and has held it in 2 quarters since. The position peaked at $321K in Q1 2026. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Daymark Wealth Partners held 2,533 shares of Dollar General worth $292K as of Q2 2026.
  • Daymark Wealth Partners sold 168 Dollar General shares in Q2 2026, an estimated $19.1K.
  • Dollar General made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #643 holding.
  • Daymark Wealth Partners first reported a position in Dollar General in Q1 2026 and has held it in 2 quarters since.
  • Daymark Wealth Partners's Dollar General position peaked at $321K in Q1 2026.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.