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Sagespring Wealth Partners’s Dollar General DG Stock Holding History

Sagespring Wealth Partners’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 		$1.1M Buy
9,531
+189
+2% +$21.5K 0.02% 326
2026
Q1 		$1.11M Buy
9,342
+249
+3% +$35.5K 0.02% 297
2025
Q4 		$1.21M Sell
9,093
-658
-7% -$73.4K 0.02% 272
2025
Q3 		$1.01M Buy
9,751
+505
+5% +$55.4K 0.02% 302
2025
Q2 		$1.06M Sell
9,246
-324
-3% -$32.2K 0.02% 276
2025
Q1 		$841K Buy
9,570
+951
+11% +$72K 0.02% 275
2024
Q4 		$654K Buy
+8,619
New +$679K 0.02% 291

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

Sagespring Wealth Partners's DG Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Dollar General (DG) stake by 2% in Q2 2026, buying an estimated $21.5K and bringing the position to 9,531 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #326.

Sagespring Wealth Partners first reported a position in DG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q4 2025. 1,132 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Sagespring Wealth Partners held 9,531 shares of Dollar General worth $1.1M as of Q2 2026.
  • Sagespring Wealth Partners bought 189 Dollar General shares in Q2 2026, an estimated $21.5K.
  • Dollar General made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #326 holding.
  • Sagespring Wealth Partners first reported a position in Dollar General in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Dollar General position peaked at $1.21M in Q4 2025.
  • 1,132 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.