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Planning Strategies’s Dollar General DG Stock Holding History

Planning Strategies’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 		$2.53K Buy
+22
New +$2.5K ﹤0.01% 530

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 $59.9B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Planning Strategies's DG Position: Q2 2026 in Review

Planning Strategies opened a new position in Dollar General (DG) in Q2 2026: 22 shares worth $2.53K. The stake represents ﹤0.01% of the portfolio and ranks #530 among its holdings.

1,061 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Planning Strategies held 22 shares of Dollar General worth $2.53K as of Q2 2026.
  • Dollar General was a new Planning Strategies position in Q2 2026.
  • Dollar General made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #530 holding.
  • 1,061 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.