Precedent Wealth Partners’s Dollar General DG Stock Holding History

Precedent Wealth Partners’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	$2.09M	Buy	18,132 +1,675	+10%	+$190K	0.35%	84
2026 Q1	$1.95M	Buy	16,457 +685	+4%	+$97.7K	0.39%	77
2025 Q4	$2.09M	Buy	15,772 +1,260	+9%	+$141K	0.44%	70
2025 Q3	$1.5M	Buy	+14,512	New	+$1.59M	0.33%	85

Other funds holding DG

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NIM

Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Precedent Wealth Partners's DG Position: Q2 2026 in Review

Precedent Wealth Partners increased its Dollar General (DG) stake by 10% in Q2 2026, buying an estimated $190K and bringing the position to 18,132 shares worth $2.09M. The position accounts for 0.35% of the portfolio, ranked #84.

Precedent Wealth Partners first reported a position in DG in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.09M in Q4 2025. 293 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Precedent Wealth Partners held 18,132 shares of Dollar General worth $2.09M as of Q2 2026.
Precedent Wealth Partners bought 1,675 Dollar General shares in Q2 2026, an estimated $190K.
Dollar General made up 0.35% of Precedent Wealth Partners's portfolio in Q2 2026, its #84 holding.
Precedent Wealth Partners first reported a position in Dollar General in Q3 2025 and has held it in 4 quarters since.
Precedent Wealth Partners's Dollar General position peaked at $2.09M in Q4 2025.
293 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.