EWP
DG icon

Elevation Wealth Partners’s Dollar General DG Stock Holding History

Elevation 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 		$4.61K Sell
40
-13
-25% -$1.48K ﹤0.01% 1037
2026
Q1 		$6.29K Buy
53
+7
+15% +$998 ﹤0.01% 638
2025
Q4 		$6.11K Sell
46
-14
-23% -$1.56K ﹤0.01% 585
2025
Q3 		$6.2K Buy
+60
New +$6.58K ﹤0.01% 446

Other funds holding DG

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

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

Elevation Wealth Partners reduced its Dollar General (DG) stake by 25% in Q2 2026, selling an estimated $1.48K and leaving 40 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Elevation Wealth Partners first reported a position in DG in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.29K in Q1 2026. 415 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Elevation Wealth Partners held 40 shares of Dollar General worth $4.61K as of Q2 2026.
  • Elevation Wealth Partners sold 13 Dollar General shares in Q2 2026, an estimated $1.48K.
  • Dollar General made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1037 holding.
  • Elevation Wealth Partners first reported a position in Dollar General in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Dollar General position peaked at $6.29K in Q1 2026.
  • 415 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.