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Physician Wealth Advisors’s Dollar General DG Stock Holding History

Physician Wealth Advisors’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 		$9.44K Buy
82
+45
+122% +$5.11K ﹤0.01% 888
2026
Q1 		$4.39K Sell
37
-37
-50% -$5.28K ﹤0.01% 1049
2025
Q4 		$9.82K Buy
74
+52
+236% +$5.8K ﹤0.01% 770
2025
Q3 		$2.27K Sell
22
-2
-8% -$219 ﹤0.01% 1164
2025
Q2 		$2.75K Buy
+24
New +$2.38K ﹤0.01% 942

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

Physician Wealth Advisors's DG Position: Q2 2026 in Review

Physician Wealth Advisors increased its Dollar General (DG) stake by 122% in Q2 2026, buying an estimated $5.11K and bringing the position to 82 shares worth $9.44K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Physician Wealth Advisors first reported a position in DG in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.82K in Q4 2025. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Physician Wealth Advisors held 82 shares of Dollar General worth $9.44K as of Q2 2026.
  • Physician Wealth Advisors bought 45 Dollar General shares in Q2 2026, an estimated $5.11K.
  • Dollar General made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #888 holding.
  • Physician Wealth Advisors first reported a position in Dollar General in Q2 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Dollar General position peaked at $9.82K in Q4 2025.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.