PWA
DG icon

Principia Wealth Advisory’s Dollar General DG Stock Holding History

Principia Wealth Advisory’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 		$1.84K Sell
16
-2
-11% -$227 ﹤0.01% 613
2026
Q1 		$2.14K Buy
18
+4
+29% +$570 ﹤0.01% 501
2025
Q4 		$1.86K Buy
14
+3
+27% +$335 ﹤0.01% 484
2025
Q3 		$1.14K Buy
11
+1
+10% +$110 ﹤0.01% 603
2025
Q2 		$1.14K Buy
10
+4
+67% +$397 ﹤0.01% 525
2025
Q1 		$516 Hold
6
– – ﹤0.01% 559
2024
Q4 		$455 Buy
+6
New +$473 ﹤0.01% 572

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

Principia Wealth Advisory's DG Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Dollar General (DG) stake by 11% in Q2 2026, selling an estimated $227 and leaving 16 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Principia Wealth Advisory first reported a position in DG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.14K in Q1 2026. 1,129 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Principia Wealth Advisory held 16 shares of Dollar General worth $1.84K as of Q2 2026.
  • Principia Wealth Advisory sold 2 Dollar General shares in Q2 2026, an estimated $227.
  • Dollar General made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #613 holding.
  • Principia Wealth Advisory first reported a position in Dollar General in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Dollar General position peaked at $2.14K in Q1 2026.
  • 1,129 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.