SW
DG icon

SteelPeak Wealth’s Dollar General DG Stock Holding History

SteelPeak Wealth’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 		$3.87M Buy
33,598
+7,330
+28% +$833K 0.1% 151
2026
Q1 		$3.12M Buy
26,268
+23,844
+984% +$3.4M 0.1% 159
2025
Q4 		$322K Buy
2,424
+84
+4% +$9.37K 0.01% 420
2025
Q3 		$242K Sell
2,340
-21,647
-90% -$2.37M 0.01% 507
2025
Q2 		$2.74M Buy
+23,987
New +$2.38M 0.11% 145

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

SteelPeak Wealth's DG Position: Q2 2026 in Review

SteelPeak Wealth increased its Dollar General (DG) stake by 28% in Q2 2026, buying an estimated $833K and bringing the position to 33,598 shares worth $3.87M. The position accounts for 0.1% of the portfolio, ranked #151.

SteelPeak Wealth first reported a position in DG in Q2 2025 and has held it in 5 quarters since. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • SteelPeak Wealth held 33,598 shares of Dollar General worth $3.87M as of Q2 2026.
  • SteelPeak Wealth bought 7,330 Dollar General shares in Q2 2026, an estimated $833K.
  • Dollar General made up 0.1% of SteelPeak Wealth's portfolio in Q2 2026, its #151 holding.
  • SteelPeak Wealth first reported a position in Dollar General in Q2 2025 and has held it in 5 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.