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Avantax Advisory Services’s General Mills GIS Stock Holding History

Avantax Advisory Services’s Portfolio GIS Stock Details GIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.18M Buy
61,444
+4,390
+8% +$242K 0.02% 598
2025
Q1 		$3.41M Buy
57,054
+5,080
+10% +$305K 0.02% 535
2024
Q4 		$3.31M Sell
51,974
-179
-0.3% -$12K 0.02% 526
2024
Q3 		$3.85M Buy
52,153
+273
+0.5% +$18.9K 0.03% 471
2024
Q2 		$3.28M Buy
51,880
+28,490
+122% +$1.96M 0.02% 495
2024
Q1 		$1.64M Sell
23,390
-12,308
-34% -$801K 0.01% 594
2023
Q4 		$2.33M Sell
35,698
-3,273
-8% -$211K 0.02% 466
2023
Q3 		$2.49M Buy
38,971
+771
+2% +$54.5K 0.03% 400
2023
Q2 		$2.93M Buy
38,200
+2,477
+7% +$212K 0.03% 358
2023
Q1 		$3.05M Sell
35,723
-2,328
-6% -$186K 0.04% 345
2022
Q4 		$3.19M Sell
38,051
-1,680
-4% -$137K 0.04% 320
2022
Q3 		$3.04M Buy
39,731
+5,823
+17% +$444K 0.05% 293
2022
Q2 		$2.56M Buy
33,908
+7,656
+29% +$536K 0.04% 329
2022
Q1 		$1.78M Buy
26,252
+2,574
+11% +$173K 0.02% 404
2021
Q4 		$1.59M Buy
23,678
+4,053
+21% +$257K 0.02% 409
2021
Q3 		$1.17M Buy
19,625
+1,140
+6% +$67.4K 0.02% 441
2021
Q2 		$1.13M Buy
18,485
+1,595
+9% +$98.7K 0.02% 449
2021
Q1 		$1.04M Buy
16,890
+3,558
+27% +$205K 0.02% 423
2020
Q4 		$784K Sell
13,332
-28,870
-68% -$1.75M 0.02% 427
2020
Q3 		$2.6M Buy
42,202
+27,033
+178% +$1.69M 0.04% 313
2020
Q2 		$936K Buy
15,169
+23
+0.2% +$1.39K 0.03% 355
2020
Q1 		$800K Sell
15,146
-1,768
-10% -$93.4K 0.02% 340
2019
Q4 		$902K Buy
16,914
+2,905
+21% +$153K 0.02% 356
2019
Q3 		$769K Buy
14,009
+3,141
+29% +$169K 0.03% 255
2019
Q2 		$571K Buy
10,868
+74
+0.7% +$3.82K 0.03% 272
2019
Q1 		$559K Sell
10,794
-707
-6% -$32K 0.03% 259
2018
Q4 		$449K Buy
+11,501
New +$486K 0.08% 237

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's GIS Position: Q2 2025 in Review

Avantax Advisory Services increased its General Mills (GIS) stake by 7.7% in Q2 2025, buying an estimated $242K and bringing the position to 61,444 shares worth $3.18M. The position accounts for 0.02% of the portfolio, ranked #598.

Avantax Advisory Services first reported a position in GIS in Q4 2018 and has held it in 27 quarters since. The position peaked at $3.85M in Q3 2024. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

  • Avantax Advisory Services held 61,444 shares of General Mills worth $3.18M as of Q2 2025.
  • Avantax Advisory Services bought 4,390 General Mills shares in Q2 2025, an estimated $242K.
  • General Mills made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #598 holding.
  • Avantax Advisory Services first reported a position in General Mills in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's General Mills position peaked at $3.85M in Q3 2024.
  • 1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.