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Thrive Wealth Management’s Dollar General DG Stock Holding History

Thrive Wealth 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 		$320K Sell
2,780
-77
-3% -$8.75K 0.04% 180
2026
Q1 		$339K Sell
2,857
-565
-17% -$80.6K 0.05% 159
2025
Q4 		$454K Sell
3,422
-57
-2% -$6.36K 0.07% 136
2025
Q3 		$360K Sell
3,479
-37
-1% -$4.06K 0.05% 160
2025
Q2 		$402K Sell
3,516
-132
-4% -$13.1K 0.06% 145
2025
Q1 		$321K Buy
+3,648
New +$276K 0.06% 152
2024
Q4 		– Sell
-4,168
Closed -$353K – 204
2024
Q3 		$353K Buy
4,168
+620
+17% +$68K 0.06% 154
2024
Q2 		$469K Sell
3,548
-120
-3% -$16.8K 0.09% 112
2024
Q1 		$572K Buy
3,668
+975
+36% +$139K 0.12% 96
2023
Q4 		$366K Buy
2,693
+667
+33% +$80.9K 0.08% 123
2023
Q3 		$214K Sell
2,026
-625
-24% -$93.2K 0.06% 159
2023
Q2 		$450K Sell
2,651
-167
-6% -$33K 0.12% 104
2023
Q1 		$593K Sell
2,818
-48
-2% -$10.8K 0.15% 82
2022
Q4 		$706K Buy
2,866
+138
+5% +$34.1K 0.2% 64
2022
Q3 		$654K Buy
2,728
+506
+23% +$125K 0.23% 60
2022
Q2 		$545K Buy
2,222
+516
+30% +$120K 0.19% 71
2022
Q1 		$380K Sell
1,706
-296
-15% -$62.9K 0.11% 106
2021
Q4 		$472K Buy
+2,002
New +$442K 0.16% 81

Other funds holding DG

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Thrive Wealth Management's DG Position: Q2 2026 in Review

Thrive Wealth Management reduced its Dollar General (DG) stake by 2.7% in Q2 2026, selling an estimated $8.75K and leaving 2,780 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #180.

Thrive Wealth Management first reported a position in DG in Q4 2021 and has held it in 18 quarters since. The position peaked at $706K in Q4 2022. 146 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Thrive Wealth Management held 2,780 shares of Dollar General worth $320K as of Q2 2026.
  • Thrive Wealth Management sold 77 Dollar General shares in Q2 2026, an estimated $8.75K.
  • Dollar General made up 0.04% of Thrive Wealth Management's portfolio in Q2 2026, its #180 holding.
  • Thrive Wealth Management first reported a position in Dollar General in Q4 2021 and has held it in 18 quarters since.
  • Thrive Wealth Management's Dollar General position peaked at $706K in Q4 2022.
  • 146 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.