Insigneo Advisory Services’s Dollar General DG Stock Holding History

Insigneo 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	$312K	Sell	2,711 -730	-21%	-$83K	0.01%	625
2026 Q1	$409K	Buy	3,441 +1,069	+45%	+$152K	0.03%	423
2025 Q4	$315K	Buy	2,372 +125	+6%	+$13.9K	0.02%	496
2025 Q3	$232K	Sell	2,247 -45	-2%	-$4.93K	0.02%	590
2025 Q2	$262K	Buy	+2,292	New	+$228K	0.02%	488
2024 Q2	–	Sell	-1,310	Closed	-$204K	–	603
2024 Q1	$204K	Sell	1,310 -218	-14%	-$31K	0.02%	456
2023 Q4	$208K	Buy	+1,528	New	+$185K	0.03%	413
2023 Q3	–	Sell	-3,318	Closed	-$563K	–	392
2023 Q2	$563K	Buy	3,318 +1,770	+114%	+$350K	0.11%	174
2023 Q1	$326K	Sell	1,548 -84	-5%	-$18.9K	0.1%	195
2022 Q4	$403K	Buy	+1,632	New	+$404K	0.15%	148

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

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

Insigneo Advisory Services reduced its Dollar General (DG) stake by 21% in Q2 2026, selling an estimated $83K and leaving 2,711 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #625.

Insigneo Advisory Services first reported a position in DG in Q4 2022 and has held it in 10 quarters since. The position peaked at $563K in Q2 2023. 1,129 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Insigneo Advisory Services held 2,711 shares of Dollar General worth $312K as of Q2 2026.
Insigneo Advisory Services sold 730 Dollar General shares in Q2 2026, an estimated $83K.
Dollar General made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #625 holding.
Insigneo Advisory Services first reported a position in Dollar General in Q4 2022 and has held it in 10 quarters since.
Insigneo Advisory Services's Dollar General position peaked at $563K in Q2 2023.
1,129 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

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