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Sound View Wealth Advisors Group’s Dollar General DG Stock Holding History

Sound View Wealth Advisors Group’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 		– Sell
-1,539
Closed -$204K – 426
2025
Q4 		$204K Buy
+1,539
New +$172K 0.01% 402

Other funds holding DG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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 $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sound View Wealth Advisors Group's DG Position: Q1 2026 in Review

Sound View Wealth Advisors Group sold out of Dollar General (DG) in Q1 2026, closing a stake of 1,539 shares — an estimated $204K sold.

Sound View Wealth Advisors Group first reported a position in DG in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • Sound View Wealth Advisors Group reported no remaining Dollar General position as of Q1 2026 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 1,539 Dollar General shares in Q1 2026, an estimated $204K.
  • Sound View Wealth Advisors Group first reported a position in Dollar General in Q4 2025 and held it in 1 quarter.
  • Sound View Wealth Advisors Group's Dollar General position peaked at $204K in Q4 2025.
  • 1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.