SWM
DG icon

SHP Wealth Management’s Dollar General DG Stock Holding History

SHP 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 		$18.7K Buy
162
+23
+17% +$2.61K ﹤0.01% 805
2026
Q1 		$16.5K Buy
139
+11
+9% +$1.57K ﹤0.01% 778
2025
Q4 		$17K Buy
+128
New +$14.3K ﹤0.01% 720

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

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

SHP Wealth Management increased its Dollar General (DG) stake by 17% in Q2 2026, buying an estimated $2.61K and bringing the position to 162 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

SHP Wealth Management first reported a position in DG in Q4 2025 and has held it in 3 quarters since. 1,133 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • SHP Wealth Management held 162 shares of Dollar General worth $18.7K as of Q2 2026.
  • SHP Wealth Management bought 23 Dollar General shares in Q2 2026, an estimated $2.61K.
  • Dollar General made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #805 holding.
  • SHP Wealth Management first reported a position in Dollar General in Q4 2025 and has held it in 3 quarters since.
  • 1,133 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.