Elite Wealth Management’s Dollar General DG Stock Holding History

Elite 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
2014 Q4	–	Sell	-325	Closed	-$3K	–	158
2014 Q3	$3K	Buy	+325	New	+$19.5K	﹤0.01%	430

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 $3.37T AUM 44.26% 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

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

Elite Wealth Management sold out of Dollar General (DG) in Q2 2026, closing a stake of 9,171 shares — an estimated $1.09M sold.

Elite Wealth Management first reported a position in DG in Q2 2013 and held it in 2 quarters. The position peaked at $1.09M in Q1 2026. 1,132 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Elite Wealth Management reported no remaining Dollar General position as of Q2 2026 after selling out during the quarter.
Elite Wealth Management sold 9,171 Dollar General shares in Q2 2026, an estimated $1.09M.
Elite Wealth Management first reported a position in Dollar General in Q2 2013 and held it in 2 quarters.
Elite Wealth Management's Dollar General position peaked at $1.09M in Q1 2026.
1,132 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Elite Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.