Planning Strategies
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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
Q3 		$1.67K Sell
14
-8
-36% -$986 ﹤0.01% 678
2026
Q2 		$2.53K Buy
+22
New +$2.5K ﹤0.01% 530

Other funds holding DG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Planning Strategies's DG Position: Q3 2026 in Review

Planning Strategies reduced its Dollar General (DG) stake by 36% in Q3 2026, selling an estimated $986 and leaving 14 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Planning Strategies first reported a position in DG in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.53K in Q2 2026. 996 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • Planning Strategies held 14 shares of Dollar General worth $1.67K as of Q3 2026.
  • Planning Strategies sold 8 Dollar General shares in Q3 2026, an estimated $986.
  • Dollar General made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #678 holding.
  • Planning Strategies first reported a position in Dollar General in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's Dollar General position peaked at $2.53K in Q2 2026.
  • 996 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.