MWM
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Modern Wealth Management’s Dollar General DG Stock Holding History

Modern 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 		$402K Buy
3,495
+408
+13% +$46.4K ﹤0.01% 783
2026
Q1 		$362K Buy
3,087
+1,258
+69% +$179K 0.01% 661
2025
Q4 		$243K Buy
+1,829
New +$204K ﹤0.01% 753
2024
Q4 		– Sell
-13,048
Closed -$1.1M – 586
2024
Q3 		$1.1M Buy
13,048
+2,127
+19% +$233K 0.07% 156
2024
Q2 		$1.44M Buy
10,921
+137
+1% +$19.1K 0.11% 116
2024
Q1 		$1.68M Buy
+10,784
New +$1.53M 0.16% 85

Other funds holding DG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Modern Wealth Management increased its Dollar General (DG) stake by 13% in Q2 2026, buying an estimated $46.4K and bringing the position to 3,495 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Modern Wealth Management first reported a position in DG in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.68M in Q1 2024. 1,129 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Modern Wealth Management held 3,495 shares of Dollar General worth $402K as of Q2 2026.
  • Modern Wealth Management bought 408 Dollar General shares in Q2 2026, an estimated $46.4K.
  • Dollar General made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #783 holding.
  • Modern Wealth Management first reported a position in Dollar General in Q1 2024 and has held it in 6 quarters since.
  • Modern Wealth Management's Dollar General position peaked at $1.68M in Q1 2024.
  • 1,129 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.