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MPWM Advisory Solutions’s Dollar General DG Stock Holding History

MPWM Advisory Solutions’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 Hold
4
– – ﹤0.01% 558
2026
Q1 		$475 Hold
4
– – ﹤0.01% 562
2025
Q4 		$531 Hold
4
– – ﹤0.01% 522
2025
Q3 		$413 Hold
4
– – ﹤0.01% 497
2025
Q2 		$458 Hold
4
– – ﹤0.01% 500
2025
Q1 		$352 Hold
4
– – ﹤0.01% 691
2024
Q4 		$303 Buy
+4
New +$315 ﹤0.01% 711

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

MPWM Advisory Solutions's DG Position: Q2 2026 in Review

MPWM Advisory Solutions held its Dollar General (DG) position steady in Q2 2026 at 4 shares worth $460. The position accounts for ﹤0.01% of the portfolio, ranked #558.

MPWM Advisory Solutions first reported a position in DG in Q4 2024 and has held it in 7 quarters since. The position peaked at $531 in Q4 2025. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • MPWM Advisory Solutions held 4 shares of Dollar General worth $460 as of Q2 2026.
  • MPWM Advisory Solutions left its Dollar General share count unchanged in Q2 2026.
  • Dollar General made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #558 holding.
  • MPWM Advisory Solutions first reported a position in Dollar General in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's Dollar General position peaked at $531 in Q4 2025.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.