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Strategic Family Wealth Counselors’s Dollar General DG Stock Holding History

Strategic Family Wealth Counselors’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
-2,814
Closed -$413K – 179
2025
Q4 		$413K Buy
+2,814
New +$314K 0.09% 135

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

Strategic Family Wealth Counselors's DG Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of Dollar General (DG) in Q1 2026, closing a stake of 2,814 shares — an estimated $413K sold.

Strategic Family Wealth Counselors first reported a position in DG in Q4 2025 and held it in 1 quarter. The position peaked at $413K in Q4 2025. 1,151 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining Dollar General position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 2,814 Dollar General shares in Q1 2026, an estimated $413K.
  • Strategic Family Wealth Counselors first reported a position in Dollar General in Q4 2025 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's Dollar General position peaked at $413K in Q4 2025.
  • 1,151 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.