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Savvy Advisors Inc’s Dollar General DG Stock Holding History

Savvy Advisors Inc’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 		$1.25M Sell
10,853
-2,292
-17% -$260K 0.03% 458
2026
Q1 		$1.56M Buy
13,145
+1,148
+10% +$164K 0.04% 323
2025
Q4 		$1.59M Buy
11,997
+8,434
+237% +$941K 0.05% 273
2025
Q3 		$368K Buy
3,563
+1,569
+79% +$172K 0.02% 545
2025
Q2 		$228K Buy
+1,994
New +$198K 0.02% 564

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's DG Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Dollar General (DG) stake by 17% in Q2 2026, selling an estimated $260K and leaving 10,853 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #458.

Savvy Advisors Inc first reported a position in DG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.59M in Q4 2025. 1,133 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Savvy Advisors Inc held 10,853 shares of Dollar General worth $1.25M as of Q2 2026.
  • Savvy Advisors Inc sold 2,292 Dollar General shares in Q2 2026, an estimated $260K.
  • Dollar General made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #458 holding.
  • Savvy Advisors Inc first reported a position in Dollar General in Q2 2025 and has held it in 5 quarters since.
  • Savvy Advisors Inc's Dollar General position peaked at $1.59M in Q4 2025.
  • 1,133 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.