Moneta Group Investment Advisors’s Dollar General DG Stock Holding History

Moneta Group Investment 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
2025 Q4	–	Sell	-2,146	Closed	-$222K	–	819
2025 Q3	$222K	Sell	2,146 -557	-21%	-$61.1K	﹤0.01%	722
2025 Q2	$309K	Buy	2,703 +87	+3%	+$8.64K	﹤0.01%	556
2025 Q1	$230K	Buy	+2,616	New	+$198K	﹤0.01%	597
2021 Q3	–	Sell	-1,460	Closed	-$316K	–	456
2021 Q2	$316K	Sell	1,460 -16	-1%	-$3.36K	0.01%	353
2021 Q1	$299K	Buy	1,476 +406	+38%	+$80.6K	0.02%	334
2020 Q4	$225K	Buy	+1,070	New	+$229K	0.02%	290
2018 Q1	–	Sell	-4	Closed	–	–	630
2017 Q4	$0	Buy	+4	New	+$344	﹤0.01%	480

Other funds holding DG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Moneta Group Investment Advisors's DG Position: Q4 2025 in Review

Moneta Group Investment Advisors sold out of Dollar General (DG) in Q4 2025, closing a stake of 2,146 shares — an estimated $222K sold.

Moneta Group Investment Advisors first reported a position in DG in Q4 2017 and held it in 7 quarters. The position peaked at $316K in Q2 2021. 1,170 funds tracked by Wall St. Rank hold DG as of Q4 2025.

Moneta Group Investment Advisors reported no remaining Dollar General position as of Q4 2025 after selling out during the quarter.
Moneta Group Investment Advisors sold 2,146 Dollar General shares in Q4 2025, an estimated $222K.
Moneta Group Investment Advisors first reported a position in Dollar General in Q4 2017 and held it in 7 quarters.
Moneta Group Investment Advisors's Dollar General position peaked at $316K in Q2 2021.
1,170 funds tracked by Wall St. Rank held Dollar General as of Q4 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.