UAG
DG icon

United Advisor Group’s Dollar General DG Stock Holding History

United Advisor Group’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 		$203K Sell
1,764
-405
-19% -$46K 0.02% 522
2026
Q1 		$258K Sell
2,169
-316
-13% -$45.1K 0.03% 429
2025
Q4 		$330K Sell
2,485
-191
-7% -$21.3K 0.04% 355
2025
Q3 		$277K Sell
2,676
-3,535
-57% -$388K 0.04% 374
2025
Q2 		$710K Buy
6,211
+3,261
+111% +$324K 0.12% 173
2025
Q1 		$259K Sell
2,950
-234
-7% -$17.7K 0.05% 297
2024
Q4 		$241K Buy
+3,184
New +$251K 0.05% 324

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

United Advisor Group's DG Position: Q2 2026 in Review

United Advisor Group reduced its Dollar General (DG) stake by 19% in Q2 2026, selling an estimated $46K and leaving 1,764 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #522.

United Advisor Group first reported a position in DG in Q4 2024 and has held it in 7 quarters since. The position peaked at $710K in Q2 2025. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • United Advisor Group held 1,764 shares of Dollar General worth $203K as of Q2 2026.
  • United Advisor Group sold 405 Dollar General shares in Q2 2026, an estimated $46K.
  • Dollar General made up 0.02% of United Advisor Group's portfolio in Q2 2026, its #522 holding.
  • United Advisor Group first reported a position in Dollar General in Q4 2024 and has held it in 7 quarters since.
  • United Advisor Group's Dollar General position peaked at $710K in Q2 2025.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.