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Smartleaf Asset Management’s Dollar General DG Stock Holding History

Smartleaf Asset 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 		$145K Hold
1,234
– – ﹤0.01% 976
2026
Q1 		$145K Buy
1,234
+187
+18% +$26.7K 0.01% 932
2025
Q4 		$142K Buy
1,047
+719
+219% +$80.2K 0.01% 990
2025
Q3 		$33.8K Buy
328
+69
+27% +$7.57K ﹤0.01% 1581
2025
Q2 		$29.6K Sell
259
-106
-29% -$10.5K ﹤0.01% 1389
2025
Q1 		$31.4K Buy
365
+1
+0.3% +$76 ﹤0.01% 1386
2024
Q4 		$27.6K Sell
364
-965
-73% -$76K ﹤0.01% 1477
2024
Q3 		$116K Buy
1,329
+425
+47% +$46.6K 0.01% 662
2024
Q2 		$118K Buy
904
+19
+2% +$2.65K 0.02% 527
2024
Q1 		$136K Sell
885
-177
-17% -$25.2K 0.03% 449
2023
Q4 		$144K Buy
+1,062
New +$129K 0.04% 369

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

Smartleaf Asset Management's DG Position: Q2 2026 in Review

Smartleaf Asset Management held its Dollar General (DG) position steady in Q2 2026 at 1,234 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Smartleaf Asset Management first reported a position in DG in Q4 2023 and has held it in 11 quarters since. The position peaked at $145K in Q1 2026. 1,129 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Smartleaf Asset Management held 1,234 shares of Dollar General worth $145K as of Q2 2026.
  • Smartleaf Asset Management left its Dollar General share count unchanged in Q2 2026.
  • Dollar General made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #976 holding.
  • Smartleaf Asset Management first reported a position in Dollar General in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Dollar General position peaked at $145K in Q1 2026.
  • 1,129 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.