Heritage Wealth Advisors’s Dollar General DG Stock Holding History

Heritage Wealth 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 Q1	$11.4K	Buy	96 +58	+153%	+$8.27K	﹤0.01%	507
2025 Q4	$4.99K	Buy	38 +1	+3%	+$112	﹤0.01%	494
2025 Q3	$3.86K	Hold	37	–	–	﹤0.01%	491
2025 Q2	$4.25K	Hold	37	–	–	﹤0.01%	471
2025 Q1	$3.25K	Sell	37 -25	-40%	-$1.89K	﹤0.01%	482
2024 Q4	$4.67K	Buy	62 +5	+9%	+$394	﹤0.01%	500
2024 Q3	$4.85K	Sell	57 -224	-80%	-$24.6K	﹤0.01%	483
2024 Q2	$37.2K	Hold	281	–	–	﹤0.01%	340
2024 Q1	$43.9K	Hold	281	–	–	﹤0.01%	338
2023 Q4	$38.2K	Hold	281	–	–	﹤0.01%	358
2023 Q3	$29.7K	Hold	281	–	–	﹤0.01%	351
2023 Q2	$47.6K	Buy	281 +1	+0.4%	+$198	﹤0.01%	329
2023 Q1	$59K	Hold	280	–	–	﹤0.01%	299
2022 Q4	$69K	Sell	280 -100	-26%	-$24.7K	﹤0.01%	286
2022 Q3	$91.2K	Hold	380	–	–	0.01%	258
2022 Q2	$93K	Sell	380 -33	-8%	-$7.7K	0.01%	267
2022 Q1	$92K	Hold	413	–	–	0.01%	260
2021 Q4	$97K	Hold	413	–	–	0.01%	268
2021 Q3	$87.6K	Buy	413 +35	+9%	+$7.9K	0.01%	265
2021 Q2	$81.8K	Hold	378	–	–	0.01%	274
2021 Q1	$76.6K	Buy	378 +133	+54%	+$26.4K	﹤0.01%	289
2020 Q4	$52K	Buy	+245	New	+$52.3K	﹤0.01%	322
2020 Q1	–	Sell	-4	Closed	-$624	–	473
2019 Q4	$624	Buy	+4	New	+$635	﹤0.01%	695

Other funds holding DG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Advisors's DG Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Dollar General (DG) stake by 153% in Q1 2026, buying an estimated $8.27K and bringing the position to 96 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Heritage Wealth Advisors first reported a position in DG in Q4 2019 and has held it in 23 quarters since. The position peaked at $97K in Q4 2021. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

Heritage Wealth Advisors held 96 shares of Dollar General worth $11.4K as of Q1 2026.
Heritage Wealth Advisors bought 58 Dollar General shares in Q1 2026, an estimated $8.27K.
Dollar General made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #507 holding.
Heritage Wealth Advisors first reported a position in Dollar General in Q4 2019 and has held it in 23 quarters since.
Heritage Wealth Advisors's Dollar General position peaked at $97K in Q4 2021.
1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.