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Robertson Stephens Wealth Management’s Dollar General DG Stock Holding History

Robertson Stephens 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
Q1 		$201K Sell
1,693
-3,888
-70% -$554K 0.01% 587
2025
Q4 		$741K Buy
5,581
+1,647
+42% +$184K 0.02% 359
2025
Q3 		$407K Sell
3,934
-62
-2% -$6.8K 0.01% 394
2025
Q2 		$457K Sell
3,996
-84
-2% -$8.34K 0.02% 379
2025
Q1 		$359K Sell
4,080
-1,294
-24% -$98K 0.01% 420
2024
Q4 		$407K Buy
5,374
+635
+13% +$50K 0.01% 403
2024
Q3 		$401K Buy
+4,739
New +$519K 0.01% 459
2020
Q4 		– Sell
-1,428
Closed -$299K – 250
2020
Q3 		$299K Buy
+1,428
New +$281K 0.07% 174

Other funds holding DG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return