WA
DG icon

Whipplewood Advisors’s Dollar General DG Stock Holding History

Whipplewood 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 		$2.53K Sell
22
-26
-54% -$2.96K ﹤0.01% 388
2026
Q1 		$5.7K Buy
48
+44
+1,100% +$6.27K ﹤0.01% 587
2025
Q4 		$531 Buy
+4
New +$446 ﹤0.01% 455
2025
Q3 		– Sell
-66
Closed -$7.55K – 534
2025
Q2 		$7.55K Buy
66
+46
+230% +$4.57K ﹤0.01% 614
2025
Q1 		$5.8K Sell
20
-104
-84% -$7.87K ﹤0.01% 668
2024
Q4 		$9.4K Buy
+124
New +$9.77K 0.01% 564

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

Whipplewood Advisors's DG Position: Q2 2026 in Review

Whipplewood Advisors reduced its Dollar General (DG) stake by 54% in Q2 2026, selling an estimated $2.96K and leaving 22 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Whipplewood Advisors first reported a position in DG in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.4K in Q4 2024. 1,133 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Whipplewood Advisors held 22 shares of Dollar General worth $2.53K as of Q2 2026.
  • Whipplewood Advisors sold 26 Dollar General shares in Q2 2026, an estimated $2.96K.
  • Dollar General made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #388 holding.
  • Whipplewood Advisors first reported a position in Dollar General in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Dollar General position peaked at $9.4K in Q4 2024.
  • 1,133 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.