EWM
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Evermay Wealth Management’s Dollar General DG Stock Holding History

Evermay 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
2026
Q2 		$13.8K Hold
120
– – ﹤0.01% 475
2026
Q1 		$14.2K Sell
120
-15
-11% -$2.14K ﹤0.01% 432
2025
Q4 		$17.9K Sell
135
-70
-34% -$7.81K ﹤0.01% 399
2025
Q3 		$21.2K Hold
205
– – ﹤0.01% 387
2025
Q2 		$23.4K Hold
205
– – ﹤0.01% 380
2025
Q1 		$18K Hold
205
– – ﹤0.01% 396
2024
Q4 		$15.5K Buy
205
+33
+19% +$2.6K ﹤0.01% 398
2024
Q3 		$14.5K Buy
172
+170
+8,500% +$18.6K ﹤0.01% 425
2024
Q2 		$265 Hold
2
– – ﹤0.01% 584
2024
Q1 		$313 Sell
2
-3
-60% -$426 ﹤0.01% 584
2023
Q4 		$680 Sell
5
-54
-92% -$6.55K ﹤0.01% 555
2023
Q3 		$6.24K Buy
59
+14
+31% +$2.09K ﹤0.01% 458
2023
Q2 		$7.64K Buy
45
+38
+543% +$7.51K ﹤0.01% 443
2023
Q1 		$1.47K Buy
+7
New +$1.57K ﹤0.01% 489
2022
Q4 		– Sell
-5
Closed -$1K – 574
2022
Q3 		$1K Buy
+5
New +$1.23K ﹤0.01% 493

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 $59.9B AUM 27.01% 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

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

Evermay Wealth Management held its Dollar General (DG) position steady in Q2 2026 at 120 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Evermay Wealth Management first reported a position in DG in Q3 2022 and has held it in 15 quarters since. The position peaked at $23.4K in Q2 2025. 1,127 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Evermay Wealth Management held 120 shares of Dollar General worth $13.8K as of Q2 2026.
  • Evermay Wealth Management left its Dollar General share count unchanged in Q2 2026.
  • Dollar General made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #475 holding.
  • Evermay Wealth Management first reported a position in Dollar General in Q3 2022 and has held it in 15 quarters since.
  • Evermay Wealth Management's Dollar General position peaked at $23.4K in Q2 2025.
  • 1,127 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.