Measured Wealth Private Client Group’s Dollar General DG Stock Holding History

Measured Wealth Private Client Group’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	$21.9K	Buy	190 +23	+14%	+$2.61K	0.01%	470
2026 Q1	$19.8K	Buy	167 +102	+157%	+$14.5K	0.01%	474
2025 Q4	$8.63K	Hold	65	–	–	﹤0.01%	572
2025 Q3	$6.72K	Buy	+65	New	+$7.13K	﹤0.01%	586
2019 Q2	–	Sell	-2,140	Closed	-$255K	–	206
2019 Q1	$255K	Buy	+2,140	New	+$249K	0.16%	146
2018 Q4	–	Sell	-3,548	Closed	-$388K	–	244
2018 Q3	$388K	Sell	3,548 -140	-4%	-$14.6K	0.23%	76
2018 Q2	$363K	Buy	+3,688	New	+$355K	0.3%	72

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

Measured Wealth Private Client Group's DG Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Dollar General (DG) stake by 14% in Q2 2026, buying an estimated $2.61K and bringing the position to 190 shares worth $21.9K. The position accounts for 0.01% of the portfolio, ranked #470.

Measured Wealth Private Client Group first reported a position in DG in Q2 2018 and has held it in 7 quarters since. The position peaked at $388K in Q3 2018. 1,127 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Measured Wealth Private Client Group held 190 shares of Dollar General worth $21.9K as of Q2 2026.
Measured Wealth Private Client Group bought 23 Dollar General shares in Q2 2026, an estimated $2.61K.
Dollar General made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #470 holding.
Measured Wealth Private Client Group first reported a position in Dollar General in Q2 2018 and has held it in 7 quarters since.
Measured Wealth Private Client Group's Dollar General position peaked at $388K in Q3 2018.
1,127 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.