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Harvest Investment Advisors’s Dollar General DG Stock Holding History

Harvest 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
2025
Q4 		$2.08M Buy
+15,650
New +$1.75M 1.18% 28
2025
Q2 		$1.49M Sell
12,990
-170
-1% -$16.9K 0.96% 45
2025
Q1 		$1.16M Buy
+13,160
New +$996K 0.84% 46

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Harvest Investment Advisors's DG Position: Q4 2025 in Review

Harvest Investment Advisors opened a new position in Dollar General (DG) in Q4 2025: 15,650 shares worth $2.08M. The stake represents 1.18% of the portfolio and ranks #28 among its holdings. This is a return to the name: Harvest Investment Advisors previously reported a position in DG as recently as Q2 2025.

Harvest Investment Advisors first reported a position in DG in Q1 2025 and has held it in 3 quarters since. 1,169 funds tracked by Wall St. Rank hold DG as of Q4 2025.

  • Harvest Investment Advisors held 15,650 shares of Dollar General worth $2.08M as of Q4 2025.
  • Dollar General was a new Harvest Investment Advisors position in Q4 2025.
  • Dollar General made up 1.18% of Harvest Investment Advisors's portfolio in Q4 2025, its #28 holding.
  • Harvest Investment Advisors first reported a position in Dollar General in Q1 2025 and has held it in 3 quarters since.
  • 1,169 funds tracked by Wall St. Rank held Dollar General as of Q4 2025.

Based on Harvest Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.