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Evolve Private Wealth’s Dollar General DG Stock Holding History

Evolve Private Wealth’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 		$4.1M Buy
35,660
+29,125
+446% +$3.31M 0.25% 74
2026
Q1 		$776K Buy
6,535
+674
+11% +$96.1K 0.04% 404
2025
Q4 		$778K Buy
+5,861
New +$654K 0.05% 373

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's DG Position: Q2 2026 in Review

Evolve Private Wealth increased its Dollar General (DG) stake by 446% in Q2 2026, buying an estimated $3.31M and bringing the position to 35,660 shares worth $4.1M. The position accounts for 0.25% of the portfolio, ranked #74.

Evolve Private Wealth first reported a position in DG in Q4 2025 and has held it in 3 quarters since. 1,133 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Evolve Private Wealth held 35,660 shares of Dollar General worth $4.1M as of Q2 2026.
  • Evolve Private Wealth bought 29,125 Dollar General shares in Q2 2026, an estimated $3.31M.
  • Dollar General made up 0.25% of Evolve Private Wealth's portfolio in Q2 2026, its #74 holding.
  • Evolve Private Wealth first reported a position in Dollar General in Q4 2025 and has held it in 3 quarters since.
  • 1,133 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.