Harvest Investment Services’s Dollar General DG Stock Holding History

Harvest Investment Services’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	$202K	Buy	1,755 +15	+0.9%	+$1.71K	0.03%	373
2026 Q1	$207K	Buy	1,740 +135	+8%	+$19.2K	0.04%	330
2025 Q4	$213K	Sell	1,605 -515	-24%	-$57.4K	0.04%	305
2025 Q3	$219K	Buy	+2,120	New	+$232K	0.04%	292
2023 Q2	–	Sell	-1,127	Closed	-$237K	–	167
2023 Q1	$237K	Buy	+1,127	New	+$253K	0.18%	111
2022 Q3	–	Sell	-1,247	Closed	-$306K	–	123
2022 Q2	$306K	Buy	+1,247	New	+$291K	0.23%	104
2021 Q4	–	Sell	-3,387	Closed	-$718K	–	266
2021 Q3	$718K	Sell	3,387 -1,251	-27%	-$282K	0.29%	104
2021 Q2	$1M	Buy	4,638 +521	+13%	+$109K	0.42%	62
2021 Q1	$834K	Buy	4,117 +755	+22%	+$150K	0.38%	78
2020 Q4	$707K	Buy	3,362 +524	+18%	+$112K	0.36%	79
2020 Q3	$594K	Sell	2,838 -28	-1%	-$5.51K	0.34%	74
2020 Q2	$546K	Buy	+2,866	New	+$519K	0.32%	75

Other funds holding DG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Harvest Investment Services increased its Dollar General (DG) stake by 0.86% in Q2 2026, buying an estimated $1.71K and bringing the position to 1,755 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #373.

Harvest Investment Services first reported a position in DG in Q2 2020 and has held it in 12 quarters since. The position peaked at $1M in Q2 2021. 1,127 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Harvest Investment Services held 1,755 shares of Dollar General worth $202K as of Q2 2026.
Harvest Investment Services bought 15 Dollar General shares in Q2 2026, an estimated $1.71K.
Dollar General made up 0.03% of Harvest Investment Services's portfolio in Q2 2026, its #373 holding.
Harvest Investment Services first reported a position in Dollar General in Q2 2020 and has held it in 12 quarters since.
Harvest Investment Services's Dollar General position peaked at $1M in Q2 2021.
1,127 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

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