HWM
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HB Wealth Management’s Dollar General DG Stock Holding History

HB Wealth Management’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 		$1.49M Buy
12,972
+966
+8% +$110K 0.01% 571
2026
Q1 		$1.43M Buy
12,006
+3,002
+33% +$428K 0.01% 534
2025
Q4 		$1.2M Buy
9,004
+407
+5% +$45.4K 0.01% 569
2025
Q3 		$889K Buy
8,597
+1,930
+29% +$212K 0.01% 648
2025
Q2 		$763K Buy
6,667
+393
+6% +$39K 0.01% 611
2025
Q1 		$552K Buy
6,274
+1,249
+25% +$94.6K ﹤0.01% 729
2024
Q4 		$381K Sell
5,025
-91
-2% -$7.17K ﹤0.01% 721
2024
Q3 		$433K Sell
5,116
-4,555
-47% -$499K ﹤0.01% 636
2024
Q2 		$1.28M Buy
9,671
+223
+2% +$31.1K 0.01% 320
2024
Q1 		$1.47M Buy
9,448
+2,980
+46% +$424K 0.02% 295
2023
Q4 		$879K Buy
6,468
+1,984
+44% +$241K 0.01% 339
2023
Q3 		$474K Sell
4,484
-1,089
-20% -$162K 0.01% 445
2023
Q2 		$946K Sell
5,573
-16
-0.3% -$3.16K 0.02% 297
2023
Q1 		$1.18M Sell
5,589
-158
-3% -$35.5K 0.02% 264
2022
Q4 		$1.42M Buy
5,747
+1,156
+25% +$286K 0.03% 237
2022
Q3 		$1.1M Sell
4,591
-455
-9% -$112K 0.02% 242
2022
Q2 		$1.24M Buy
5,046
+375
+8% +$87.5K 0.03% 228
2022
Q1 		$1.04M Buy
4,671
+803
+21% +$171K 0.02% 266
2021
Q4 		$912K Buy
+3,868
New +$854K 0.02% 248

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

HB Wealth Management's DG Position: Q2 2026 in Review

HB Wealth Management increased its Dollar General (DG) stake by 8% in Q2 2026, buying an estimated $110K and bringing the position to 12,972 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #571.

HB Wealth Management first reported a position in DG in Q4 2021 and has held it in 19 quarters since. 1,133 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • HB Wealth Management held 12,972 shares of Dollar General worth $1.49M as of Q2 2026.
  • HB Wealth Management bought 966 Dollar General shares in Q2 2026, an estimated $110K.
  • Dollar General made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #571 holding.
  • HB Wealth Management first reported a position in Dollar General in Q4 2021 and has held it in 19 quarters since.
  • 1,133 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.