EWA
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EverSource Wealth Advisors’s Dollar General DG Stock Holding History

EverSource Wealth Advisors’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 		$643K Sell
5,584
-2,923
-34% -$332K 0.02% 478
2026
Q1 		$1.01M Buy
8,507
+2,163
+34% +$308K 0.03% 376
2025
Q4 		$842K Buy
6,344
+1,833
+41% +$204K 0.03% 383
2025
Q3 		$466K Buy
4,511
+617
+16% +$67.6K 0.02% 527
2025
Q2 		$445K Buy
3,894
+1,698
+77% +$169K 0.02% 501
2025
Q1 		$193K Buy
2,196
+230
+12% +$17.4K 0.01% 673
2024
Q4 		$149K Sell
1,966
-227
-10% -$17.9K 0.01% 768
2024
Q3 		$185K Sell
2,193
-791
-27% -$86.7K 0.01% 584
2024
Q2 		$359K Sell
2,984
-628
-17% -$87.7K 0.02% 385
2024
Q1 		$503K Sell
3,612
-156
-4% -$22.2K 0.04% 269
2023
Q4 		$512K Buy
3,768
+147
+4% +$17.8K 0.05% 243
2023
Q3 		$383K Sell
3,621
-38,208
-91% -$5.7M 0.04% 259
2023
Q2 		$7.1M Buy
41,829
+6,737
+19% +$1.33M 0.78% 26
2023
Q1 		$7.39M Buy
35,092
+5,945
+20% +$1.33M 0.92% 24
2022
Q4 		$7.18M Buy
29,147
+26,896
+1,195% +$6.65M 1.09% 17
2022
Q3 		$540K Sell
2,251
-390
-15% -$96.2K 0.12% 163
2022
Q2 		$647K Buy
2,641
+150
+6% +$35K 0.17% 115
2022
Q1 		$555K Buy
2,491
+596
+31% +$127K 0.14% 136
2021
Q4 		$446K Buy
+1,895
New +$419K 0.12% 129

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

EverSource Wealth Advisors's DG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Dollar General (DG) stake by 34% in Q2 2026, selling an estimated $332K and leaving 5,584 shares worth $643K. The position accounts for 0.02% of the portfolio, ranked #478.

EverSource Wealth Advisors first reported a position in DG in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.39M in Q1 2023. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • EverSource Wealth Advisors held 5,584 shares of Dollar General worth $643K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,923 Dollar General shares in Q2 2026, an estimated $332K.
  • Dollar General made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #478 holding.
  • EverSource Wealth Advisors first reported a position in Dollar General in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Dollar General position peaked at $7.39M in Q1 2023.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.