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Elevate Capital Advisors’s Dollar General DG Stock Holding History

Elevate Capital 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
-22,531
Closed -$2.68M – 83
2026
Q1 		$2.68M Buy
22,531
+431
+2% +$61.5K 1.73% 16
2025
Q4 		$2.93M Sell
22,100
-5,268
-19% -$588K 1.94% 16
2025
Q3 		$2.83M Buy
27,368
+1,086
+4% +$119K 1.97% 19
2025
Q2 		$3.01M Buy
26,282
+17,837
+211% +$1.77M 2.4% 8
2025
Q1 		$743K Buy
+8,445
New +$639K 0.69% 51

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

Elevate Capital Advisors's DG Position: Q2 2026 in Review

Elevate Capital Advisors sold out of Dollar General (DG) in Q2 2026, closing a stake of 22,531 shares — an estimated $2.68M sold.

Elevate Capital Advisors first reported a position in DG in Q1 2025 and held it in 5 quarters. The position peaked at $3.01M in Q2 2025. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Elevate Capital Advisors reported no remaining Dollar General position as of Q2 2026 after selling out during the quarter.
  • Elevate Capital Advisors sold 22,531 Dollar General shares in Q2 2026, an estimated $2.68M.
  • Elevate Capital Advisors first reported a position in Dollar General in Q1 2025 and held it in 5 quarters.
  • Elevate Capital Advisors's Dollar General position peaked at $3.01M in Q2 2025.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Elevate Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.