UAG
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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
Q3 		$219K Buy
1,834
+70
+4% +$8.63K 0.02% 529
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

United Advisor Group's DG Position: Q3 2026 in Review

United Advisor Group increased its Dollar General (DG) stake by 4% in Q3 2026, buying an estimated $8.63K and bringing the position to 1,834 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #529.

United Advisor Group first reported a position in DG in Q4 2024 and has held it in 8 quarters since. The position peaked at $710K in Q2 2025. 939 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • United Advisor Group held 1,834 shares of Dollar General worth $219K as of Q3 2026.
  • United Advisor Group bought 70 Dollar General shares in Q3 2026, an estimated $8.63K.
  • Dollar General made up 0.02% of United Advisor Group's portfolio in Q3 2026, its #529 holding.
  • United Advisor Group first reported a position in Dollar General in Q4 2024 and has held it in 8 quarters since.
  • United Advisor Group's Dollar General position peaked at $710K in Q2 2025.
  • 939 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.