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Synergy Investment Management’s Dollar General DG Stock Holding History

Synergy Investment 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 		$14K Buy
109
+104
+2,080% +$11.8K ﹤0.01% 577
2026
Q1 		$594 Buy
+5
New +$713 ﹤0.01% 823

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

Synergy Investment Management's DG Position: Q2 2026 in Review

Synergy Investment Management increased its Dollar General (DG) stake by 2,080% in Q2 2026, buying an estimated $11.8K and bringing the position to 109 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Synergy Investment Management first reported a position in DG in Q1 2026 and has held it in 2 quarters since. 1,133 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Synergy Investment Management held 109 shares of Dollar General worth $14K as of Q2 2026.
  • Synergy Investment Management bought 104 Dollar General shares in Q2 2026, an estimated $11.8K.
  • Dollar General made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #577 holding.
  • Synergy Investment Management first reported a position in Dollar General in Q1 2026 and has held it in 2 quarters since.
  • 1,133 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.