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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
2026
Q2 		$2.52M Buy
21,928
+6,398
+41% +$727K 1.25% 20
2026
Q1 		$1.84M Sell
15,530
-120
-0.8% -$17.1K 1.03% 42
2025
Q4 		$2.08M Buy
15,650
+2,680
+21% +$299K 1.18% 28
2025
Q3 		$1.34M Sell
12,970
-20
-0.2% -$2.19K 0.79% 48
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

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

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

Harvest Investment Advisors increased its Dollar General (DG) stake by 41% in Q2 2026, buying an estimated $727K and bringing the position to 21,928 shares worth $2.52M. The position accounts for 1.25% of the portfolio, ranked #20.

Harvest Investment Advisors first reported a position in DG in Q1 2025 and has held it in 6 quarters since. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Harvest Investment Advisors held 21,928 shares of Dollar General worth $2.52M as of Q2 2026.
  • Harvest Investment Advisors bought 6,398 Dollar General shares in Q2 2026, an estimated $727K.
  • Dollar General made up 1.25% of Harvest Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • Harvest Investment Advisors first reported a position in Dollar General in Q1 2025 and has held it in 6 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Harvest Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.