NW
DG icon

NewEdge Wealth’s Dollar General DG Stock Holding History

NewEdge 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 		$864K Buy
7,502
+1,342
+22% +$153K 0.01% 697
2026
Q1 		$731K Sell
6,160
-1,033
-14% -$147K 0.01% 705
2025
Q4 		$955K Buy
7,193
+2,654
+58% +$296K 0.01% 646
2025
Q3 		$457K Buy
+4,539
New +$498K 0.01% 775
2023
Q3 		– Sell
-6,617
Closed -$1.12M – 650
2023
Q2 		$1.12M Buy
+6,617
New +$1.31M 0.04% 333
2023
Q1 		– Sell
-1,732
Closed -$426K – 617
2022
Q4 		$426K Buy
1,732
+541
+45% +$134K 0.02% 392
2022
Q3 		$286K Buy
1,191
+15
+1% +$3.7K 0.01% 432
2022
Q2 		$289K Buy
+1,176
New +$275K 0.01% 470
2022
Q1 		– Sell
-8,358
Closed -$1.97M – 418
2021
Q4 		$1.97M Sell
8,358
-10,973
-57% -$2.42M 0.08% 171
2021
Q3 		$4.1M Buy
19,331
+772
+4% +$174K 0.24% 93
2021
Q2 		$4.02M Buy
18,559
+1,187
+7% +$249K 0.31% 87
2021
Q1 		$3.52M Buy
17,372
+11,116
+178% +$2.21M 0.35% 78
2020
Q4 		$1.32M Buy
+6,256
New +$1.34M 0.4% 73

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

NewEdge Wealth's DG Position: Q2 2026 in Review

NewEdge Wealth increased its Dollar General (DG) stake by 22% in Q2 2026, buying an estimated $153K and bringing the position to 7,502 shares worth $864K. The position accounts for 0.01% of the portfolio, ranked #697.

NewEdge Wealth first reported a position in DG in Q4 2020 and has held it in 13 quarters since. The position peaked at $4.1M in Q3 2021. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • NewEdge Wealth held 7,502 shares of Dollar General worth $864K as of Q2 2026.
  • NewEdge Wealth bought 1,342 Dollar General shares in Q2 2026, an estimated $153K.
  • Dollar General made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #697 holding.
  • NewEdge Wealth first reported a position in Dollar General in Q4 2020 and has held it in 13 quarters since.
  • NewEdge Wealth's Dollar General position peaked at $4.1M in Q3 2021.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.