VT
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Vise Technologies’s Dollar General DG Stock Holding History

Vise Technologies’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 		$680K Hold
5,124
– – 0.01% 730
2025
Q4 		$680K Buy
5,124
+2,167
+73% +$242K 0.01% 735
2025
Q3 		$306K Buy
2,957
+560
+23% +$61.4K 0.01% 879
2025
Q2 		$274K Buy
+2,397
New +$238K 0.01% 874
2023
Q3 		– Sell
-1,249
Closed -$212K – 338
2023
Q2 		$212K Sell
1,249
-349
-22% -$69K 0.05% 315
2023
Q1 		$336K Sell
1,598
-164
-9% -$36.8K 0.09% 227
2022
Q4 		$434K Sell
1,762
-141
-7% -$34.9K 0.14% 173
2022
Q3 		$457K Sell
1,903
-2,134
-53% -$526K 0.17% 141
2022
Q2 		$991K Sell
4,037
-8,880
-69% -$2.07M 0.38% 60
2022
Q1 		$2.88M Sell
12,917
-20,304
-61% -$4.31M 1.08% 27
2021
Q4 		$7.83M Buy
+33,221
New +$7.34M 2.12% 9

Other funds holding DG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return