Inspire Advisors’s Dollar General DG Stock Holding History

Inspire 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	$1.09M	Buy	9,217 +4,540	+97%	+$647K	0.09%	183
2025 Q4	$621K	Buy	4,677 +159	+4%	+$17.7K	0.06%	266
2025 Q3	$467K	Sell	4,518 -967	-18%	-$106K	0.04%	319
2025 Q2	$627K	Sell	5,485 -53	-1%	-$5.26K	0.07%	247
2025 Q1	$487K	Buy	5,538 +1,591	+40%	+$120K	0.06%	270
2024 Q4	$299K	Buy	3,947 +876	+29%	+$69K	0.04%	300
2024 Q3	$260K	Buy	3,071 +36	+1%	+$3.95K	0.03%	312
2024 Q2	$401K	Sell	3,035 -41	-1%	-$5.73K	0.05%	252
2024 Q1	$480K	Buy	3,076 +137	+5%	+$19.5K	0.07%	214
2023 Q4	$400K	Buy	2,939 +117	+4%	+$14.2K	0.06%	220
2023 Q3	$299K	Buy	+2,822	New	+$421K	0.05%	208

Other funds holding DG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pzena Investment Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

AQR Capital Management

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

First Eagle Investment Management

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