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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return