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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Wealth's DG Position: Q1 2026 in Review

NewEdge Wealth reduced its Dollar General (DG) stake by 14% in Q1 2026, selling an estimated $147K and leaving 6,160 shares worth $731K. The position accounts for 0.01% of the portfolio, ranked #705.

NewEdge Wealth first reported a position in DG in Q4 2020 and has held it in 12 quarters since. The position peaked at $4.1M in Q3 2021. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

NewEdge Wealth held 6,160 shares of Dollar General worth $731K as of Q1 2026.
NewEdge Wealth sold 1,033 Dollar General shares in Q1 2026, an estimated $147K.
Dollar General made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #705 holding.
NewEdge Wealth first reported a position in Dollar General in Q4 2020 and has held it in 12 quarters since.
NewEdge Wealth's Dollar General position peaked at $4.1M in Q3 2021.
1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.