HBW Advisory Services’s Dollar General DG Stock Holding History

HBW Advisory 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	$234K	Buy	2,031 +15	+0.7%	+$1.71K	0.02%	429
2026 Q1	$239K	Sell	2,016 -673	-25%	-$96K	0.03%	397
2025 Q4	$357K	Sell	2,689 -32	-1%	-$3.57K	0.04%	323
2025 Q3	$281K	Buy	2,721 +210	+8%	+$23K	0.03%	349
2025 Q2	$287K	Sell	2,511 -1,203	-32%	-$119K	0.04%	326
2025 Q1	$327K	Buy	3,714 +245	+7%	+$18.5K	0.05%	272
2024 Q4	$263K	Sell	3,469 -810	-19%	-$63.8K	0.03%	300
2024 Q3	$362K	Sell	4,279 -21,716	-84%	-$2.38M	0.05%	246
2024 Q2	$3.44M	Sell	25,995 -746	-3%	-$104K	0.57%	43
2024 Q1	$3.63M	Hold	26,741	–	–	0.68%	41
2023 Q4	$3.63M	Buy	26,741 +596	+2%	+$72.3K	0.68%	41
2023 Q3	$2.77M	Buy	26,145 +6,809	+35%	+$1.02M	0.58%	47
2023 Q2	$3.28M	Buy	19,336 +10,267	+113%	+$2.03M	0.71%	38
2023 Q1	$3.74M	Sell	9,069 -9,578	-51%	-$2.15M	0.93%	30
2022 Q4	$2.71M	Sell	18,647 -313	-2%	-$77.4K	0.71%	40
2022 Q3	$4.55M	Buy	18,960 +346	+2%	+$85.4K	1.27%	16
2022 Q2	$4.57M	Buy	18,614 +11,103	+148%	+$2.59M	1.18%	19
2022 Q1	$1.67M	Buy	+7,511	New	+$1.6M	0.59%	55

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

HBW Advisory Services's DG Position: Q2 2026 in Review

HBW Advisory Services increased its Dollar General (DG) stake by 0.74% in Q2 2026, buying an estimated $1.71K and bringing the position to 2,031 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #429.

HBW Advisory Services first reported a position in DG in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.57M in Q2 2022. 1,127 funds tracked by Wall St. Rank hold DG as of Q2 2026.

HBW Advisory Services held 2,031 shares of Dollar General worth $234K as of Q2 2026.
HBW Advisory Services bought 15 Dollar General shares in Q2 2026, an estimated $1.71K.
Dollar General made up 0.02% of HBW Advisory Services's portfolio in Q2 2026, its #429 holding.
HBW Advisory Services first reported a position in Dollar General in Q1 2022 and has held it in 18 quarters since.
HBW Advisory Services's Dollar General position peaked at $4.57M in Q2 2022.
1,127 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.