Wealthspire Advisors (New York)’s Dollar General DG Stock Holding History

Wealthspire Advisors (New York)’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	–	Sell	-2,344	Closed	-$311K	–	979
2025 Q4	$311K	Buy	2,344 +2,266	+2,905%	+$253K	﹤0.01%	787
2025 Q3	$8.06K	Buy	+78	New	+$8.55K	﹤0.01%	2126
2021 Q2	–	Sell	-4,161	Closed	-$843K	–	447
2021 Q1	$843K	Sell	4,161 -7,890	-65%	-$1.57M	0.02%	288
2020 Q4	$2.53M	Buy	12,051 +1,979	+20%	+$423K	0.08%	114
2020 Q3	$2.11M	Buy	10,072 +2,028	+25%	+$399K	0.13%	82
2020 Q2	$1.53M	Buy	8,044 +338	+4%	+$61.2K	0.11%	81
2020 Q1	$1.16M	Buy	7,706 +3,982	+107%	+$615K	0.05%	173
2019 Q4	$581K	Sell	3,724 -79	-2%	-$12.5K	0.04%	94
2019 Q3	$604K	Buy	3,803 +1,602	+73%	+$232K	0.05%	74
2019 Q2	$297K	Buy	+2,201	New	+$278K	0.03%	73
2019 Q1	–	Sell	-725	Closed	-$78K	–	232
2018 Q4	$78K	Buy	+725	New	+$78.5K	0.01%	132

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

Wealthspire Advisors (New York)'s DG Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Dollar General (DG) in Q1 2026, closing a stake of 2,344 shares — an estimated $311K sold.

Wealthspire Advisors (New York) first reported a position in DG in Q4 2018 and held it in 11 quarters. The position peaked at $2.53M in Q4 2020. 1,149 funds tracked by Wall St. Rank hold DG as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining Dollar General position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 2,344 Dollar General shares in Q1 2026, an estimated $311K.
Wealthspire Advisors (New York) first reported a position in Dollar General in Q4 2018 and held it in 11 quarters.
Wealthspire Advisors (New York)'s Dollar General position peaked at $2.53M in Q4 2020.
1,149 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.