Dogwood Wealth Management’s Dollar General DG Stock Holding History

Dogwood Wealth Management’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	$115	Sell	1 -9	-90%	-$1.02K	﹤0.01%	835
2026 Q1	$1.19K	Buy	10 +6	+150%	+$855	﹤0.01%	734
2025 Q4	$531	Sell	4 -9	-69%	-$1K	﹤0.01%	659
2025 Q3	$1.34K	Buy	13 +10	+333%	+$1.1K	﹤0.01%	575
2025 Q2	$338	Buy	+3	New	+$298	﹤0.01%	650
2024 Q3	–	Hold	0	–	–	–	450
2024 Q2	–	Hold	0	–	–	–	383
2024 Q1	–	Hold	0	–	–	–	383
2023 Q4	–	Hold	0	–	–	–	360

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 $3.38T AUM 44.17% 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

Dogwood Wealth Management's DG Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Dollar General (DG) stake by 90% in Q2 2026, selling an estimated $1.02K and leaving 1 share worth $115. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Dogwood Wealth Management first reported a position in DG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.34K in Q3 2025. 1,133 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Dogwood Wealth Management held 1 share of Dollar General worth $115 as of Q2 2026.
Dogwood Wealth Management sold 9 Dollar General shares in Q2 2026, an estimated $1.02K.
Dollar General made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #835 holding.
Dogwood Wealth Management first reported a position in Dollar General in Q2 2025 and has held it in 5 quarters since.
Dogwood Wealth Management's Dollar General position peaked at $1.34K in Q3 2025.
1,133 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.