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

Private 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 		$98.2K Buy
673
+662
+6,018% +$75.2K 0.02% 166
2026
Q1 		$1.31K Buy
+11
New +$1.57K ﹤0.01% 1188
2024
Q4 		– Sell
-42
Closed -$3.55K – 1524
2024
Q3 		$3.55K Sell
42
-9
-18% -$987 ﹤0.01% 862
2024
Q2 		$6.74K Hold
51
– – ﹤0.01% 591
2024
Q1 		$7.96K Hold
51
– – ﹤0.01% 477
2023
Q4 		$6.93K Buy
+51
New +$6.19K ﹤0.01% 508

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

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

Private Wealth Management Group increased its Dollar General (DG) stake by 6,018% in Q2 2026, buying an estimated $75.2K and bringing the position to 673 shares worth $98.2K. The position accounts for 0.02% of the portfolio, ranked #166.

Private Wealth Management Group first reported a position in DG in Q4 2023 and has held it in 6 quarters since. 1,127 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Private Wealth Management Group held 673 shares of Dollar General worth $98.2K as of Q2 2026.
  • Private Wealth Management Group bought 662 Dollar General shares in Q2 2026, an estimated $75.2K.
  • Dollar General made up 0.02% of Private Wealth Management Group's portfolio in Q2 2026, its #166 holding.
  • Private Wealth Management Group first reported a position in Dollar General in Q4 2023 and has held it in 6 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.