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Valued Wealth Advisors’s Dollar General DG Stock Holding History

Valued 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
Q2 		$2.76K Buy
24
+16
+200% +$1.82K ﹤0.01% 598
2026
Q1 		$950 Buy
8
+6
+300% +$855 ﹤0.01% 630
2025
Q4 		$266 Buy
+2
New +$223 ﹤0.01% 581
2024
Q4 		– Sell
-3
Closed -$254 – 654
2024
Q3 		$254 Buy
3
+2
+200% +$219 ﹤0.01% 585
2024
Q2 		$133 Hold
1
– – ﹤0.01% 581
2024
Q1 		$157 Sell
1
-1
-50% -$142 ﹤0.01% 563
2023
Q4 		$212 Buy
+2
New +$243 ﹤0.01% 499

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

Valued Wealth Advisors's DG Position: Q2 2026 in Review

Valued Wealth Advisors increased its Dollar General (DG) stake by 200% in Q2 2026, buying an estimated $1.82K and bringing the position to 24 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Valued Wealth Advisors first reported a position in DG in Q4 2023 and has held it in 7 quarters since. 1,133 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Valued Wealth Advisors held 24 shares of Dollar General worth $2.76K as of Q2 2026.
  • Valued Wealth Advisors bought 16 Dollar General shares in Q2 2026, an estimated $1.82K.
  • Dollar General made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #598 holding.
  • Valued Wealth Advisors first reported a position in Dollar General in Q4 2023 and has held it in 7 quarters since.
  • 1,133 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.