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Everhart Financial Group’s Dollar General DG Stock Holding History

Everhart Financial Group’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 		$1.01M Sell
8,772
-271
-3% -$30.8K 0.06% 170
2026
Q1 		$1.07M Sell
9,043
-80
-0.9% -$11.4K 0.09% 155
2025
Q4 		$1.21M Buy
9,123
+330
+4% +$36.8K 0.11% 127
2025
Q3 		$909K Buy
8,793
+159
+2% +$17.4K 0.09% 157
2025
Q2 		$988K Buy
8,634
+2,320
+37% +$230K 0.11% 119
2025
Q1 		$555K Buy
6,314
+2,040
+48% +$154K 0.08% 186
2024
Q4 		$324K Buy
+4,274
New +$337K 0.07% 249
2024
Q3 		– Sell
-1,879
Closed -$248K – 320
2024
Q2 		$248K Buy
1,879
+438
+30% +$61.2K 0.06% 251
2024
Q1 		$225K Buy
+1,441
New +$205K 0.07% 254
2023
Q1 		– Sell
-987
Closed -$243K – 205
2022
Q4 		$243K Sell
987
-351
-26% -$86.8K 0.12% 148
2022
Q3 		$321K Buy
1,338
+244
+22% +$60.2K 0.18% 115
2022
Q2 		$269K Buy
+1,094
New +$255K 0.16% 128

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

Everhart Financial Group's DG Position: Q2 2026 in Review

Everhart Financial Group reduced its Dollar General (DG) stake by 3% in Q2 2026, selling an estimated $30.8K and leaving 8,772 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #170.

Everhart Financial Group first reported a position in DG in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.21M in Q4 2025. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Everhart Financial Group held 8,772 shares of Dollar General worth $1.01M as of Q2 2026.
  • Everhart Financial Group sold 271 Dollar General shares in Q2 2026, an estimated $30.8K.
  • Dollar General made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #170 holding.
  • Everhart Financial Group first reported a position in Dollar General in Q2 2022 and has held it in 12 quarters since.
  • Everhart Financial Group's Dollar General position peaked at $1.21M in Q4 2025.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.