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Soltis Investment Advisors’s Dollar General DG Stock Holding History

Soltis Investment Advisors’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 		$249K Buy
2,164
+435
+25% +$49.4K 0.01% 562
2026
Q1 		$205K Buy
1,729
+116
+7% +$16.5K 0.01% 544
2025
Q4 		$214K Buy
+1,613
New +$180K 0.01% 492
2024
Q1 		– Sell
-2,564
Closed -$349K – 301
2023
Q4 		$349K Sell
2,564
-244
-9% -$29.6K 0.04% 224
2023
Q3 		$297K Buy
+2,808
New +$419K 0.04% 223

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

Soltis Investment Advisors's DG Position: Q2 2026 in Review

Soltis Investment Advisors increased its Dollar General (DG) stake by 25% in Q2 2026, buying an estimated $49.4K and bringing the position to 2,164 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #562.

Soltis Investment Advisors first reported a position in DG in Q3 2023 and has held it in 5 quarters since. The position peaked at $349K in Q4 2023. 1,133 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Soltis Investment Advisors held 2,164 shares of Dollar General worth $249K as of Q2 2026.
  • Soltis Investment Advisors bought 435 Dollar General shares in Q2 2026, an estimated $49.4K.
  • Dollar General made up 0.01% of Soltis Investment Advisors's portfolio in Q2 2026, its #562 holding.
  • Soltis Investment Advisors first reported a position in Dollar General in Q3 2023 and has held it in 5 quarters since.
  • Soltis Investment Advisors's Dollar General position peaked at $349K in Q4 2023.
  • 1,133 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.