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Ritholtz Wealth Management’s Dollar General DG Stock Holding History

Ritholtz Wealth Management’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 		$485K Buy
4,211
+2,132
+103% +$242K 0.01% 868
2026
Q1 		$247K Buy
2,079
+537
+35% +$76.6K ﹤0.01% 1061
2025
Q4 		$205K Buy
+1,542
New +$172K ﹤0.01% 1061
2023
Q2 		– Sell
-975
Closed -$205K – 677
2023
Q1 		$205K Sell
975
-3,772
-79% -$847K 0.01% 598
2022
Q4 		$1.17M Buy
4,747
+1,030
+28% +$255K 0.07% 211
2022
Q3 		$892K Buy
+3,717
New +$917K 0.05% 267

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

Ritholtz Wealth Management's DG Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Dollar General (DG) stake by 103% in Q2 2026, buying an estimated $242K and bringing the position to 4,211 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #868.

Ritholtz Wealth Management first reported a position in DG in Q3 2022 and has held it in 6 quarters since. The position peaked at $1.17M in Q4 2022. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Ritholtz Wealth Management held 4,211 shares of Dollar General worth $485K as of Q2 2026.
  • Ritholtz Wealth Management bought 2,132 Dollar General shares in Q2 2026, an estimated $242K.
  • Dollar General made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #868 holding.
  • Ritholtz Wealth Management first reported a position in Dollar General in Q3 2022 and has held it in 6 quarters since.
  • Ritholtz Wealth Management's Dollar General position peaked at $1.17M in Q4 2022.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.