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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $59.9B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHP Wealth Management's DG Position: Q1 2026 in Review

SHP Wealth Management increased its Dollar General (DG) stake by 8.6% in Q1 2026, buying an estimated $1.57K and bringing the position to 139 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

SHP Wealth Management first reported a position in DG in Q4 2025 and has held it in 2 quarters since. The position peaked at $17K in Q4 2025. 1,151 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • SHP Wealth Management held 139 shares of Dollar General worth $16.5K as of Q1 2026.
  • SHP Wealth Management bought 11 Dollar General shares in Q1 2026, an estimated $1.57K.
  • Dollar General made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #778 holding.
  • SHP Wealth Management first reported a position in Dollar General in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Dollar General position peaked at $17K in Q4 2025.
  • 1,151 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.