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 Q2	–	Sell	-1,693	Closed	-$201K	–	651
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	0.01%	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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Robertson Stephens Wealth Management's DG Position: Q2 2026 in Review

Robertson Stephens Wealth Management sold out of Dollar General (DG) in Q2 2026, closing a stake of 1,693 shares — an estimated $201K sold.

Robertson Stephens Wealth Management first reported a position in DG in Q3 2020 and held it in 8 quarters. The position peaked at $741K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Robertson Stephens Wealth Management reported no remaining Dollar General position as of Q2 2026 after selling out during the quarter.
Robertson Stephens Wealth Management sold 1,693 Dollar General shares in Q2 2026, an estimated $201K.
Robertson Stephens Wealth Management first reported a position in Dollar General in Q3 2020 and held it in 8 quarters.
Robertson Stephens Wealth Management's Dollar General position peaked at $741K in Q4 2025.
1,129 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.