MPWT
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MassMutual Private Wealth & Trust’s Dollar General DG Stock Holding History

MassMutual Private Wealth & Trust’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 		$124K Buy
1,074
+6
+0.6% +$682 ﹤0.01% 541
2026
Q1 		$127K Sell
1,068
-155
-13% -$22.1K ﹤0.01% 528
2025
Q4 		$162K Buy
1,223
+40
+3% +$4.46K ﹤0.01% 481
2025
Q3 		$122K Buy
1,183
+127
+12% +$13.9K ﹤0.01% 546
2025
Q2 		$121K Buy
1,056
+163
+18% +$16.2K ﹤0.01% 538
2025
Q1 		$78.5K Buy
893
+438
+96% +$33.2K ﹤0.01% 617
2024
Q4 		$34.5K Sell
455
-25
-5% -$1.97K ﹤0.01% 841
2024
Q3 		$40.6K Sell
480
-769
-62% -$84.3K ﹤0.01% 712
2024
Q2 		$165K Buy
1,249
+560
+81% +$78.2K 0.01% 428
2024
Q1 		$108K Buy
689
+76
+12% +$10.8K ﹤0.01% 466
2023
Q4 		$83.3K Buy
613
+376
+159% +$45.6K ﹤0.01% 499
2023
Q3 		$25.1K Buy
237
+98
+71% +$14.6K ﹤0.01% 750
2023
Q2 		$23.6K Sell
139
-279
-67% -$55.2K ﹤0.01% 722
2023
Q1 		$88K Buy
418
+123
+42% +$27.6K ﹤0.01% 438
2022
Q4 		$73K Buy
295
+107
+57% +$26.5K ﹤0.01% 447
2022
Q3 		$45K Buy
188
+67
+55% +$16.5K ﹤0.01% 474
2022
Q2 		$30K Buy
121
+49
+68% +$11.4K ﹤0.01% 515
2022
Q1 		$16K Hold
72
– – ﹤0.01% 639
2021
Q4 		$17K Buy
72
+7
+11% +$1.55K ﹤0.01% 627
2021
Q3 		$14K Sell
65
-371
-85% -$83.7K ﹤0.01% 651
2021
Q2 		$94K Buy
436
+410
+1,577% +$86.1K ﹤0.01% 409
2021
Q1 		$5K Buy
26
+21
+420% +$4.17K ﹤0.01% 712
2020
Q4 		$1K Sell
5
-28
-85% -$5.98K ﹤0.01% 833
2020
Q3 		$7K Buy
33
+21
+175% +$4.13K ﹤0.01% 607
2020
Q2 		$2K Buy
+12
New +$2.17K ﹤0.01% 655
2020
Q1 		– Sell
-77
Closed -$12K – 693
2019
Q4 		$12K Sell
77
-8
-9% -$1.27K ﹤0.01% 592
2019
Q3 		$14K Hold
85
– – ﹤0.01% 544
2019
Q2 		$11K Hold
85
– – ﹤0.01% 561
2019
Q1 		$10.1K Sell
85
-50
-37% -$5.82K ﹤0.01% 589
2018
Q4 		$14.6K Sell
135
-52
-28% -$5.63K ﹤0.01% 519
2018
Q3 		$20.4K Sell
187
-4,417
-96% -$459K ﹤0.01% 503
2018
Q2 		$454K Buy
4,604
+166
+4% +$16K 0.04% 256
2018
Q1 		$415K Buy
4,438
+374
+9% +$35.9K 0.03% 256
2017
Q4 		$378K Buy
4,064
+81
+2% +$6.96K 0.03% 271
2017
Q3 		$323K Buy
3,983
+169
+4% +$12.7K 0.03% 300
2017
Q2 		$275K Sell
3,814
-68
-2% -$4.9K 0.02% 301
2017
Q1 		$271K Buy
3,882
+210
+6% +$15.4K 0.03% 304
2016
Q4 		$272K Buy
+3,672
New +$268K 0.03% 249
2016
Q2 		$18.8K Sell
200
-55
-22% -$4.74K ﹤0.01% 461
2016
Q1 		$21.8K Buy
255
+55
+28% +$4.16K ﹤0.01% 440
2015
Q4 		$14.4K Hold
200
– – ﹤0.01% 442
2015
Q3 		$12.2K Hold
200
– – ﹤0.01% 507
2015
Q2 		$11.5K Hold
200
– – ﹤0.01% 474
2015
Q1 		$15.1K Hold
200
– – ﹤0.01% 449
2014
Q4 		$14.1K Hold
200
– – ﹤0.01% 368
2014
Q3 		$12.2K Hold
200
– – ﹤0.01% 499
2014
Q2 		$11.5K Buy
+200
New +$11.4K ﹤0.01% 343

Other funds holding DG

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

MassMutual Private Wealth & Trust's DG Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Dollar General (DG) stake by 0.56% in Q2 2026, buying an estimated $682 and bringing the position to 1,074 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

MassMutual Private Wealth & Trust first reported a position in DG in Q2 2014 and has held it in 47 quarters since. The position peaked at $454K in Q2 2018. 453 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,074 shares of Dollar General worth $124K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 6 Dollar General shares in Q2 2026, an estimated $682.
  • Dollar General made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #541 holding.
  • MassMutual Private Wealth & Trust first reported a position in Dollar General in Q2 2014 and has held it in 47 quarters since.
  • MassMutual Private Wealth & Trust's Dollar General position peaked at $454K in Q2 2018.
  • 453 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.