N.E.W. Advisory Services’s Dollar General DG Stock Holding History

N.E.W. Advisory Services’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	$9.78K	Hold	85	–	–	﹤0.01%	657
2026 Q1	$10.1K	Hold	85	–	–	﹤0.01%	629
2025 Q4	$11.3K	Hold	85	–	–	﹤0.01%	594
2025 Q3	$8.79K	Hold	85	–	–	﹤0.01%	596
2025 Q2	$9.72K	Hold	85	–	–	﹤0.01%	573
2025 Q1	$7.47K	Buy	+85	New	+$6.43K	﹤0.01%	661

Other funds holding DG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

N.E.W. Advisory Services's DG Position: Q2 2026 in Review

N.E.W. Advisory Services held its Dollar General (DG) position steady in Q2 2026 at 85 shares worth $9.78K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

N.E.W. Advisory Services first reported a position in DG in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.3K in Q4 2025. 1,127 funds tracked by Wall St. Rank hold DG as of Q2 2026.

N.E.W. Advisory Services held 85 shares of Dollar General worth $9.78K as of Q2 2026.
N.E.W. Advisory Services left its Dollar General share count unchanged in Q2 2026.
Dollar General made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #657 holding.
N.E.W. Advisory Services first reported a position in Dollar General in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Dollar General position peaked at $11.3K in Q4 2025.
1,127 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.