U.S. Capital Wealth Advisors’s Dollar General DG Stock Holding History

U.S. Capital Wealth Advisors’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	$270K	Sell	2,271 -82	-3%	-$11.7K	0.01%	861
2025 Q4	$312K	Sell	2,353 -404	-15%	-$45.1K	0.01%	791
2025 Q3	$285K	Buy	2,757 +679	+33%	+$74.4K	0.01%	787
2025 Q2	$238K	Buy	+2,078	New	+$206K	0.01%	784
2024 Q2	–	Sell	-1,301	Closed	-$203K	–	678
2024 Q1	$203K	Sell	1,301 -9,234	-88%	-$1.31M	0.01%	646
2023 Q4	$1.43M	Buy	10,535 +8,534	+426%	+$1.04M	0.06%	277
2023 Q3	$212K	Buy	2,001 +51	+3%	+$7.6K	0.01%	589
2023 Q2	$331K	Buy	1,950 +89	+5%	+$17.6K	0.02%	513
2023 Q1	$392K	Sell	1,861 -47	-2%	-$10.6K	0.02%	485
2022 Q4	$470K	Buy	1,908 +23	+1%	+$5.69K	0.02%	467
2022 Q3	$452K	Sell	1,885 -84	-4%	-$20.7K	0.02%	461
2022 Q2	$483K	Buy	1,969 +157	+9%	+$36.6K	0.02%	465
2022 Q1	$403K	Buy	1,812 +105	+6%	+$22.3K	0.01%	550
2021 Q4	$403K	Buy	1,707 +148	+9%	+$32.7K	0.02%	552
2021 Q3	$331K	Buy	+1,559	New	+$352K	0.01%	594

Other funds holding DG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $30.8B AUM 11.29% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

U.S. Capital Wealth Advisors's DG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Dollar General (DG) stake by 3.5% in Q1 2026, selling an estimated $11.7K and leaving 2,271 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #861.

U.S. Capital Wealth Advisors first reported a position in DG in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.43M in Q4 2023. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

U.S. Capital Wealth Advisors held 2,271 shares of Dollar General worth $270K as of Q1 2026.
U.S. Capital Wealth Advisors sold 82 Dollar General shares in Q1 2026, an estimated $11.7K.
Dollar General made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #861 holding.
U.S. Capital Wealth Advisors first reported a position in Dollar General in Q3 2021 and has held it in 15 quarters since.
U.S. Capital Wealth Advisors's Dollar General position peaked at $1.43M in Q4 2023.
1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.