Envestnet Portfolio Solutions’s Dollar General DG Stock Holding History

Envestnet Portfolio Solutions’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	-1,806	Closed	-$214K	–	1384
2026 Q1	$214K	Buy	+1,806	New	+$258K	﹤0.01%	1253
2025 Q3	–	Sell	-2,200	Closed	-$252K	–	1471
2025 Q2	$252K	Sell	2,200 -284	-11%	-$28.2K	﹤0.01%	1413
2025 Q1	$218K	Sell	2,484 -2,297	-48%	-$174K	﹤0.01%	1460
2024 Q4	$363K	Sell	4,781 -3,102	-39%	-$244K	﹤0.01%	1404
2024 Q3	$667K	Sell	7,883 -3,779	-32%	-$414K	﹤0.01%	1060
2024 Q2	$1.54M	Sell	11,662 -8,114	-41%	-$1.13M	0.01%	722
2024 Q1	$3.09M	Buy	19,776 +4,780	+32%	+$680K	0.01%	516
2023 Q4	$2.04M	Buy	14,996 +551	+4%	+$66.8K	0.01%	591
2023 Q3	$1.53M	Buy	+14,445	New	+$2.15M	0.01%	631

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

Envestnet Portfolio Solutions's DG Position: Q2 2026 in Review

Envestnet Portfolio Solutions sold out of Dollar General (DG) in Q2 2026, closing a stake of 1,806 shares — an estimated $214K sold.

Envestnet Portfolio Solutions first reported a position in DG in Q3 2023 and held it in 9 quarters. The position peaked at $3.09M in Q1 2024. 1,129 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Envestnet Portfolio Solutions reported no remaining Dollar General position as of Q2 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 1,806 Dollar General shares in Q2 2026, an estimated $214K.
Envestnet Portfolio Solutions first reported a position in Dollar General in Q3 2023 and held it in 9 quarters.
Envestnet Portfolio Solutions's Dollar General position peaked at $3.09M in Q1 2024.
1,129 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.