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GHP Investment Advisors’s Dollar General DG Stock Holding History

GHP Investment 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 		$2.12M Buy
18,397
+373
+2% +$42.4K 0.08% 236
2026
Q1 		$2.14M Buy
18,024
+175
+1% +$25K 0.09% 223
2025
Q4 		$2.37M Sell
17,849
-204
-1% -$22.8K 0.1% 213
2025
Q3 		$1.87M Sell
18,053
-1,183
-6% -$130K 0.08% 232
2025
Q2 		$2.2M Sell
19,236
-265
-1% -$26.3K 0.1% 212
2025
Q1 		$1.71M Buy
19,501
+1,831
+10% +$139K 0.08% 232
2024
Q4 		$1.34M Sell
17,670
-1,688
-9% -$133K 0.06% 250
2024
Q3 		$1.64M Sell
19,358
-1,291
-6% -$142K 0.08% 242
2024
Q2 		$2.73M Buy
20,649
+1,584
+8% +$221K 0.14% 200
2024
Q1 		$2.98M Buy
19,065
+491
+3% +$69.8K 0.15% 197
2023
Q4 		$2.53M Sell
18,574
-3,438
-16% -$417K 0.14% 203
2023
Q3 		$2.45M Sell
22,012
-1,567
-7% -$234K 0.15% 195
2023
Q2 		$3.89M Sell
23,579
-4,376
-16% -$865K 0.23% 151
2023
Q1 		$5.88M Buy
27,955
+149
+0.5% +$33.4K 0.37% 95
2022
Q4 		$6.85M Buy
27,806
+298
+1% +$73.7K 0.46% 76
2022
Q3 		$6.6M Buy
27,508
+309
+1% +$76.2K 0.51% 61
2022
Q2 		$6.68M Buy
27,199
+160
+0.6% +$37.3K 0.5% 61
2022
Q1 		$6.02M Buy
+27,039
New +$5.74M 0.4% 88

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

GHP Investment Advisors's DG Position: Q2 2026 in Review

GHP Investment Advisors increased its Dollar General (DG) stake by 2.1% in Q2 2026, buying an estimated $42.4K and bringing the position to 18,397 shares worth $2.12M. The position accounts for 0.08% of the portfolio, ranked #236.

GHP Investment Advisors first reported a position in DG in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.85M in Q4 2022. 1,127 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • GHP Investment Advisors held 18,397 shares of Dollar General worth $2.12M as of Q2 2026.
  • GHP Investment Advisors bought 373 Dollar General shares in Q2 2026, an estimated $42.4K.
  • Dollar General made up 0.08% of GHP Investment Advisors's portfolio in Q2 2026, its #236 holding.
  • GHP Investment Advisors first reported a position in Dollar General in Q1 2022 and has held it in 18 quarters since.
  • GHP Investment Advisors's Dollar General position peaked at $6.85M in Q4 2022.
  • 1,127 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.