Precedent Wealth Partners
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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
Q3 		$2.51M Buy
21,022
+2,890
+16% +$356K 0.39% 76
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

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
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Life Cycle Investment Partners
Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Precedent Wealth Partners's DG Position: Q3 2026 in Review

Precedent Wealth Partners increased its Dollar General (DG) stake by 16% in Q3 2026, buying an estimated $356K and bringing the position to 21,022 shares worth $2.51M. The position accounts for 0.39% of the portfolio, ranked #76.

Precedent Wealth Partners first reported a position in DG in Q3 2025 and has held it in 5 quarters since. 847 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • Precedent Wealth Partners held 21,022 shares of Dollar General worth $2.51M as of Q3 2026.
  • Precedent Wealth Partners bought 2,890 Dollar General shares in Q3 2026, an estimated $356K.
  • Dollar General made up 0.39% of Precedent Wealth Partners's portfolio in Q3 2026, its #76 holding.
  • Precedent Wealth Partners first reported a position in Dollar General in Q3 2025 and has held it in 5 quarters since.
  • 847 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.