Westside Investment Management’s Dollar General DG Stock Holding History

Westside Investment Management’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	$10.1K	Hold	88	–	–	﹤0.01%	1114
2026 Q1	$10.5K	Hold	88	–	–	﹤0.01%	1093
2025 Q4	$12K	Buy	88 +17	+24%	+$1.9K	﹤0.01%	1023
2025 Q3	$7.08K	Hold	71	–	–	﹤0.01%	1207
2025 Q2	$8.19K	Buy	+71	New	+$7.05K	﹤0.01%	1016
2018 Q4	–	Sell	-173	Closed	-$18.9K	–	725
2018 Q3	$18.9K	Hold	173	–	–	0.01%	369
2018 Q2	$17K	Sell	173 -14	-7%	-$1.35K	0.01%	437
2018 Q1	$17.5K	Hold	187	–	–	0.01%	410
2017 Q4	$17.6K	Sell	187 -22	-11%	-$1.89K	0.01%	443
2017 Q3	$16.5K	Buy	209 +13	+7%	+$974	0.01%	431
2017 Q2	$13.6K	Hold	196	–	–	0.01%	465
2017 Q1	$13.4K	Buy	196 +4	+2%	+$293	0.01%	431
2016 Q4	$14.1K	Buy	+192	New	+$14K	0.01%	333

Other funds holding DG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westside Investment Management's DG Position: Q2 2026 in Review

Westside Investment Management held its Dollar General (DG) position steady in Q2 2026 at 88 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

Westside Investment Management first reported a position in DG in Q4 2016 and has held it in 13 quarters since. The position peaked at $18.9K in Q3 2018. 1,132 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Westside Investment Management held 88 shares of Dollar General worth $10.1K as of Q2 2026.
Westside Investment Management left its Dollar General share count unchanged in Q2 2026.
Dollar General made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1114 holding.
Westside Investment Management first reported a position in Dollar General in Q4 2016 and has held it in 13 quarters since.
Westside Investment Management's Dollar General position peaked at $18.9K in Q3 2018.
1,132 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.