EWA
GIS icon

EverSource Wealth Advisors’s General Mills GIS Stock Holding History

EverSource Wealth Advisors’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
2026
Q2 		$673K Sell
19,348
-6,077
-24% -$210K 0.02% 459
2026
Q1 		$946K Buy
25,425
+11,392
+81% +$495K 0.03% 399
2025
Q4 		$653K Buy
14,033
+4,158
+42% +$198K 0.02% 454
2025
Q3 		$498K Buy
9,875
+262
+3% +$13.1K 0.02% 510
2025
Q2 		$498K Buy
9,613
+1,369
+17% +$75.5K 0.02% 452
2025
Q1 		$493K Sell
8,244
-1,141
-12% -$68.5K 0.03% 386
2024
Q4 		$598K Sell
9,385
-111
-1% -$7.45K 0.03% 334
2024
Q3 		$701K Buy
9,496
+1,008
+12% +$69.8K 0.04% 277
2024
Q2 		$570K Buy
8,488
+1,098
+15% +$75.4K 0.04% 286
2024
Q1 		$521K Buy
7,390
+149
+2% +$9.7K 0.04% 262
2023
Q4 		$472K Sell
7,241
-481
-6% -$31K 0.04% 253
2023
Q3 		$494K Sell
7,722
-1,128
-13% -$79.7K 0.05% 230
2023
Q2 		$679K Sell
8,850
-52
-0.6% -$4.44K 0.07% 198
2023
Q1 		$761K Buy
8,902
+35
+0.4% +$2.79K 0.09% 165
2022
Q4 		$744K Sell
8,867
-1,244
-12% -$101K 0.11% 149
2022
Q3 		$776K Buy
10,111
+8,379
+484% +$639K 0.18% 110
2022
Q2 		$131K Buy
1,732
+618
+55% +$43.3K 0.03% 315
2022
Q1 		$75K Buy
1,114
+495
+80% +$33.2K 0.02% 403
2021
Q4 		$42K Buy
+619
New +$39.3K 0.01% 459

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

EverSource Wealth Advisors's GIS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its General Mills (GIS) stake by 24% in Q2 2026, selling an estimated $210K and leaving 19,348 shares worth $673K. The position accounts for 0.02% of the portfolio, ranked #459.

EverSource Wealth Advisors first reported a position in GIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $946K in Q1 2026. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • EverSource Wealth Advisors held 19,348 shares of General Mills worth $673K as of Q2 2026.
  • EverSource Wealth Advisors sold 6,077 General Mills shares in Q2 2026, an estimated $210K.
  • General Mills made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #459 holding.
  • EverSource Wealth Advisors first reported a position in General Mills in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's General Mills position peaked at $946K in Q1 2026.
  • 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.