Mission Wealth Management’s Dollar General DG Stock Holding History

Mission Wealth 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	$719K	Buy	6,244 +3,583	+135%	+$407K	0.01%	571
2026 Q1	$316K	Sell	2,661 -1	-0%	-$143	0.01%	596
2025 Q4	$353K	Buy	+2,662	New	+$297K	0.01%	575
2025 Q3	–	Sell	-1,848	Closed	-$211K	–	716
2025 Q2	$211K	Buy	+1,848	New	+$183K	﹤0.01%	651
2024 Q3	–	Sell	-2,238	Closed	-$296K	–	692
2024 Q2	$296K	Buy	2,238 +268	+14%	+$37.4K	0.01%	533
2024 Q1	$307K	Sell	1,970 -176	-8%	-$25K	0.01%	547
2023 Q4	$292K	Sell	2,146 -132	-6%	-$16K	0.01%	477
2023 Q3	$241K	Buy	+2,278	New	+$340K	0.01%	482
2023 Q1	–	Sell	-856	Closed	-$211K	–	545
2022 Q4	$211K	Hold	856	–	–	0.01%	481
2022 Q3	$205K	Buy	+856	New	+$211K	0.01%	464

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

Mission Wealth Management's DG Position: Q2 2026 in Review

Mission Wealth Management increased its Dollar General (DG) stake by 135% in Q2 2026, buying an estimated $407K and bringing the position to 6,244 shares worth $719K. The position accounts for 0.01% of the portfolio, ranked #571.

Mission Wealth Management first reported a position in DG in Q3 2022 and has held it in 10 quarters since. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Mission Wealth Management held 6,244 shares of Dollar General worth $719K as of Q2 2026.
Mission Wealth Management bought 3,583 Dollar General shares in Q2 2026, an estimated $407K.
Dollar General made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #571 holding.
Mission Wealth Management first reported a position in Dollar General in Q3 2022 and has held it in 10 quarters since.
1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.