Lido Advisors
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Lido Advisors’s Dollar General DG Stock Holding History

Lido 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
Q2 		$655K Buy
5,686
+1,991
+54% +$226K ﹤0.01% 1318
2026
Q1 		$439K Sell
3,695
-294
-7% -$41.9K ﹤0.01% 1369
2025
Q4 		$461K Buy
3,989
+918
+30% +$102K ﹤0.01% 1333
2025
Q3 		$317K Buy
+3,071
New +$337K ﹤0.01% 1458
2024
Q3 		– Sell
-1,649
Closed -$218K – 1494
2024
Q2 		$218K Sell
1,649
-355
-18% -$49.6K ﹤0.01% 1258
2024
Q1 		$313K Sell
2,004
-2,069
-51% -$294K ﹤0.01% 1076
2023
Q4 		$554K Sell
4,073
-13,341
-77% -$1.62M ﹤0.01% 825
2023
Q3 		$1.84M Sell
17,414
-388
-2% -$57.8K 0.01% 401
2023
Q2 		$3.02M Buy
17,802
+532
+3% +$105K 0.02% 300
2023
Q1 		$3.63M Buy
17,270
+13,783
+395% +$3.09M 0.04% 243
2022
Q4 		$859K Sell
3,487
-190
-5% -$47K 0.01% 440
2022
Q3 		$882K Sell
3,677
-14
-0.4% -$3.45K 0.01% 401
2022
Q2 		$906K Sell
3,691
-654
-15% -$153K 0.01% 373
2022
Q1 		$967K Buy
4,345
+136
+3% +$28.9K 0.01% 402
2021
Q4 		$992K Sell
4,209
-323
-7% -$71.3K 0.01% 422
2021
Q3 		$961K Buy
4,532
+892
+25% +$201K 0.01% 418
2021
Q2 		$788K Sell
3,640
-115
-3% -$24.2K 0.01% 432
2021
Q1 		$761K Sell
3,755
-3,413
-48% -$678K 0.01% 398
2020
Q4 		$1.51M Sell
7,168
-27,159
-79% -$5.8M 0.03% 247
2020
Q3 		$7.2M Buy
34,327
+5,861
+21% +$1.15M 0.18% 67
2020
Q2 		$5.42M Buy
28,466
+16,161
+131% +$2.92M 0.16% 83
2020
Q1 		$1.86M Buy
+12,305
New +$1.9M 0.08% 138
2018
Q1 		– Sell
-6,165
Closed -$573K – 406
2017
Q4 		$573K Buy
+6,165
New +$530K 0.08% 133

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

Lido Advisors's DG Position: Q2 2026 in Review

Lido Advisors increased its Dollar General (DG) stake by 54% in Q2 2026, buying an estimated $226K and bringing the position to 5,686 shares worth $655K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Lido Advisors first reported a position in DG in Q4 2017 and has held it in 23 quarters since. The position peaked at $7.2M in Q3 2020. 1,127 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Lido Advisors held 5,686 shares of Dollar General worth $655K as of Q2 2026.
  • Lido Advisors bought 1,991 Dollar General shares in Q2 2026, an estimated $226K.
  • Dollar General made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1318 holding.
  • Lido Advisors first reported a position in Dollar General in Q4 2017 and has held it in 23 quarters since.
  • Lido Advisors's Dollar General position peaked at $7.2M in Q3 2020.
  • 1,127 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.