Envestnet Portfolio Solutions, Inc.

Position in DG — Dollar General Corp

CIK 1998033 BERWYN, PA

Position in DG

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$214,426

-$37,210 QoQ

Shares Held

1,806

-17.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $33,399,678 across 5 Discount Stores names.

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	16,909	$15,817,862
2	WMT	Walmart Inc.	138,450	$15,680,847
3	TGT	Target Corp	10,310	$1,346,589
4	BJ	BJ's Wholesale Club Holdings, Inc.	3,725	$324,894
5	OLLI	Ollie's Bargain Outlet Holdings, Inc.	2,985	$229,486

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$214,426	1,806	-17.9%	Shares	Sole	2026-04-29
2025-06-30	$251,636	2,200	-11.4%	Shares	Sole	2025-07-25
2025-03-31	$218,418	2,484	-48.0%	Shares	Sole	2025-04-21
2024-12-31	$362,495	4,781	-39.4%	Shares	Sole	2025-02-10
2024-09-30	$666,665	7,883	-32.4%	Shares	Sole	2024-10-31
2024-06-30	$1,542,066	11,662	-41.0%	Shares	Sole	2024-07-16
2024-03-31	$3,086,242	19,776	+31.9%	Shares	Sole	2024-05-06
2023-12-31	$2,038,706	14,996	+3.8%	Shares	Sole	2024-02-07
2023-09-30	$1,528,281	14,445	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.