Miller Wealth Advisors’s Dollar General DG Stock Holding History

Miller Wealth 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	$26.2K	Hold	227	–	–	0.01%	48
2026 Q1	$27K	Buy	227 +1	+0.4%	+$143	0.01%	47
2025 Q4	$30.1K	Buy	226 +1	+0.4%	+$112	0.01%	42
2025 Q3	$23.3K	Buy	225 +1	+0.4%	+$110	0.01%	53
2025 Q2	$25.6K	Buy	224 +2	+0.9%	+$199	0.01%	44
2025 Q1	$19.6K	Buy	222 +1	+0.5%	+$76	0.01%	45
2024 Q4	$16.7K	Buy	221 +2	+0.9%	+$158	0.01%	44
2024 Q3	$17.9K	Buy	219 +1	+0.5%	+$110	0.01%	41
2024 Q2	$28.8K	Buy	218 +1	+0.5%	+$140	0.02%	38
2024 Q1	$33.9K	Buy	217 +1	+0.5%	+$142	0.02%	36
2023 Q4	$29.4K	Buy	216 +1	+0.5%	+$121	0.02%	37
2023 Q3	$22.8K	Buy	215 +1	+0.5%	+$149	0.02%	38
2023 Q2	$36.4K	Sell	214 -1,254	-85%	-$248K	0.02%	25
2023 Q1	$218K	Buy	1,468 +1,043	+245%	+$234K	1.06%	7
2022 Q4	$105K	Buy	425 +213	+100%	+$52.7K	0.07%	22
2022 Q3	$52K	Hold	212	–	–	0.04%	40
2022 Q2	$52K	Hold	212	–	–	0.04%	27
2022 Q1	$47K	Buy	212 +1	+0.5%	+$212	0.03%	28
2021 Q4	$50K	Buy	+211	New	+$46.6K	0.03%	25

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

Miller Wealth Advisors's DG Position: Q2 2026 in Review

Miller Wealth Advisors held its Dollar General (DG) position steady in Q2 2026 at 227 shares worth $26.2K. The position accounts for 0.01% of the portfolio, ranked #48.

Miller Wealth Advisors first reported a position in DG in Q4 2021 and has held it in 19 quarters since. The position peaked at $218K in Q1 2023. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Miller Wealth Advisors held 227 shares of Dollar General worth $26.2K as of Q2 2026.
Miller Wealth Advisors left its Dollar General share count unchanged in Q2 2026.
Dollar General made up 0.01% of Miller Wealth Advisors's portfolio in Q2 2026, its #48 holding.
Miller Wealth Advisors first reported a position in Dollar General in Q4 2021 and has held it in 19 quarters since.
Miller Wealth Advisors's Dollar General position peaked at $218K in Q1 2023.
1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Miller Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.