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Prestige Wealth Management Group’s Dollar General DG Stock Holding History

Prestige Wealth Management Group’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 		$47.5K Buy
413
+5
+1% +$568 0.01% 273
2026
Q1 		$48.4K Sell
408
-10
-2% -$1.43K 0.01% 261
2025
Q4 		$55.5K Buy
418
+15
+4% +$1.67K 0.01% 241
2025
Q3 		$41.7K Hold
403
– – 0.01% 284
2025
Q2 		$46.1K Sell
403
-120
-23% -$11.9K 0.01% 264
2025
Q1 		$46K Hold
523
– – 0.01% 261
2024
Q4 		$39.7K Buy
523
+317
+154% +$25K 0.01% 282
2024
Q3 		$17.4K Sell
206
-49
-19% -$5.37K ﹤0.01% 362
2024
Q2 		$33.7K Sell
255
-342
-57% -$47.8K 0.01% 265
2024
Q1 		$93.2K Hold
597
– – 0.02% 211
2023
Q4 		$81.2K Sell
597
-221
-27% -$26.8K 0.02% 206
2023
Q3 		$86.5K Sell
818
-247
-23% -$36.8K 0.02% 195
2023
Q2 		$181K Sell
1,065
-2,128
-67% -$421K 0.04% 156
2023
Q1 		$672K Sell
3,193
-919
-22% -$206K 0.17% 65
2022
Q4 		$1.01M Buy
4,112
+939
+30% +$232K 0.26% 52
2022
Q3 		$761K Buy
3,173
+177
+6% +$43.7K 0.21% 51
2022
Q2 		$735K Sell
2,996
-3
-0.1% -$700 0.2% 53
2022
Q1 		$667K Buy
2,999
+1,828
+156% +$388K 0.16% 64
2021
Q4 		$276K Buy
1,171
+1
+0.1% +$221 0.07% 117
2021
Q3 		$249K Buy
1,170
+255
+28% +$57.5K 0.06% 119
2021
Q2 		$198K Sell
915
-249
-21% -$52.3K 0.05% 130
2021
Q1 		$236K Sell
1,164
-3
-0.3% -$596 0.06% 109
2020
Q4 		$245K Sell
1,167
-851
-42% -$182K 0.07% 110
2020
Q3 		$423K Buy
2,018
+117
+6% +$23K 0.13% 79
2020
Q2 		$362K Buy
1,901
+227
+14% +$41.1K 0.13% 73
2020
Q1 		$253K Buy
1,674
+179
+12% +$27.6K 0.11% 73
2019
Q4 		$233K Buy
1,495
+1,205
+416% +$191K 0.13% 105
2019
Q3 		$46K Buy
290
+225
+346% +$32.5K 0.03% 205
2019
Q2 		$9K Hold
65
– – 0.01% 337
2019
Q1 		$8K Sell
65
-170
-72% -$19.8K ﹤0.01% 354
2018
Q4 		$25K Buy
+235
New +$25.4K 0.02% 274

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

Prestige Wealth Management Group's DG Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Dollar General (DG) stake by 1.2% in Q2 2026, buying an estimated $568 and bringing the position to 413 shares worth $47.5K. The position accounts for 0.01% of the portfolio, ranked #273.

Prestige Wealth Management Group first reported a position in DG in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.01M in Q4 2022. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Prestige Wealth Management Group held 413 shares of Dollar General worth $47.5K as of Q2 2026.
  • Prestige Wealth Management Group bought 5 Dollar General shares in Q2 2026, an estimated $568.
  • Dollar General made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #273 holding.
  • Prestige Wealth Management Group first reported a position in Dollar General in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Dollar General position peaked at $1.01M in Q4 2022.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.