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Morton Brown Family Wealth’s Dollar General DG Stock Holding History

Morton Brown Family Wealth’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 		$460 Buy
+4
New +$455 ﹤0.01% 388
2023
Q2 		– Sell
-7
Closed -$1.47K – 210
2023
Q1 		$1.47K Buy
+7
New +$1.57K ﹤0.01% 222
2022
Q3 		– Sell
-6
Closed -$1K – 236
2022
Q2 		$1K Buy
+6
New +$1.4K ﹤0.01% 223

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 $3.38T AUM 44.17% 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

Morton Brown Family Wealth's DG Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Dollar General (DG) in Q2 2026: 4 shares worth $460. The stake represents ﹤0.01% of the portfolio and ranks #388 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in DG as recently as Q1 2023.

Morton Brown Family Wealth first reported a position in DG in Q2 2022 and has held it in 3 quarters since. The position peaked at $1.47K in Q1 2023. 1,133 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Morton Brown Family Wealth held 4 shares of Dollar General worth $460 as of Q2 2026.
  • Dollar General was a new Morton Brown Family Wealth position in Q2 2026.
  • Dollar General made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #388 holding.
  • Morton Brown Family Wealth first reported a position in Dollar General in Q2 2022 and has held it in 3 quarters since.
  • Morton Brown Family Wealth's Dollar General position peaked at $1.47K in Q1 2023.
  • 1,133 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.