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Holistic Planning’s Dollar General DG Stock Holding History

Holistic Planning’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 		$240K Buy
+2,082
New +$237K 0.04% 306

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

Holistic Planning's DG Position: Q2 2026 in Review

Holistic Planning opened a new position in Dollar General (DG) in Q2 2026: 2,082 shares worth $240K. The stake represents 0.04% of the portfolio and ranks #306 among its holdings.

1,127 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Holistic Planning held 2,082 shares of Dollar General worth $240K as of Q2 2026.
  • Dollar General was a new Holistic Planning position in Q2 2026.
  • Dollar General made up 0.04% of Holistic Planning's portfolio in Q2 2026, its #306 holding.
  • 1,127 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.