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Legacy Wealth Asset Management’s Dollar General DG Stock Holding History

Legacy Wealth Asset Management’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 		$540K Sell
4,689
-98
-2% -$11.1K 0.12% 253
2026
Q1 		$568K Buy
4,787
+55
+1% +$7.84K 0.14% 237
2025
Q4 		$628K Buy
4,732
+1,160
+32% +$129K 0.15% 217
2025
Q3 		$369K Sell
3,572
-16,765
-82% -$1.84M 0.09% 298
2025
Q2 		$2.33M Buy
20,337
+82
+0.4% +$8.14K 0.59% 32
2025
Q1 		$1.78M Buy
20,255
+5,273
+35% +$399K 0.49% 48
2024
Q4 		$1.14M Sell
14,982
-2,644
-15% -$208K 0.31% 85
2024
Q3 		$1.49M Buy
17,626
+944
+6% +$103K 0.4% 69
2024
Q2 		$2.21M Buy
16,682
+14,399
+631% +$2.01M 0.62% 30
2024
Q1 		$356K Buy
2,283
+104
+5% +$14.8K 0.1% 277
2023
Q4 		$296K Buy
2,179
+266
+14% +$32.3K 0.1% 292
2023
Q3 		$202K Buy
1,913
+77
+4% +$11.5K 0.07% 322
2023
Q2 		$312K Buy
1,836
+31
+2% +$6.13K 0.11% 283
2023
Q1 		$380K Buy
1,805
+19
+1% +$4.26K 0.14% 265
2022
Q4 		$440K Buy
1,786
+23
+1% +$5.69K 0.17% 216
2022
Q3 		$423K Buy
+1,763
New +$435K 0.18% 195

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

Legacy Wealth Asset Management's DG Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Dollar General (DG) stake by 2% in Q2 2026, selling an estimated $11.1K and leaving 4,689 shares worth $540K. The position accounts for 0.12% of the portfolio, ranked #253.

Legacy Wealth Asset Management first reported a position in DG in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.33M in Q2 2025. 1,132 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Legacy Wealth Asset Management held 4,689 shares of Dollar General worth $540K as of Q2 2026.
  • Legacy Wealth Asset Management sold 98 Dollar General shares in Q2 2026, an estimated $11.1K.
  • Dollar General made up 0.12% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #253 holding.
  • Legacy Wealth Asset Management first reported a position in Dollar General in Q3 2022 and has held it in 16 quarters since.
  • Legacy Wealth Asset Management's Dollar General position peaked at $2.33M in Q2 2025.
  • 1,132 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.