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Heritage Wealth Advisors’s General Mills GIS Stock Holding History

Heritage 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
Q1 		$14.9K Hold
400
– – ﹤0.01% 480
2025
Q4 		$18.6K Buy
400
+100
+33% +$4.75K ﹤0.01% 406
2025
Q3 		$15.1K Hold
300
– – ﹤0.01% 400
2025
Q2 		$15.5K Hold
300
– – ﹤0.01% 396
2025
Q1 		$17.9K Sell
300
-56
-16% -$3.36K ﹤0.01% 377
2024
Q4 		$22.7K Buy
356
+10
+3% +$671 ﹤0.01% 377
2024
Q3 		$25.6K Buy
346
+46
+15% +$3.19K ﹤0.01% 378
2024
Q2 		$19K Hold
300
– – ﹤0.01% 379
2024
Q1 		$21K Hold
300
– – ﹤0.01% 394
2023
Q4 		$19.5K Buy
+300
New +$19.4K ﹤0.01% 413
2022
Q1 		– Sell
-1,080
Closed -$73K – 544
2021
Q4 		$73K Hold
1,080
– – ﹤0.01% 291
2021
Q3 		$64.6K Hold
1,080
– – ﹤0.01% 296
2021
Q2 		$65.8K Hold
1,080
– – ﹤0.01% 297
2021
Q1 		$66.2K Sell
1,080
-152
-12% -$8.77K ﹤0.01% 303
2020
Q4 		$72K Buy
+1,232
New +$74.5K ﹤0.01% 290
2020
Q2 		– Sell
-250
Closed -$13.2K – 444
2020
Q1 		$13.2K Buy
250
+217
+658% +$11.5K ﹤0.01% 355
2019
Q4 		$1.77K Sell
33
-165
-83% -$8.69K ﹤0.01% 578
2019
Q3 		$10K Sell
198
-821
-81% -$44.2K ﹤0.01% 392
2019
Q2 		$53.5K Hold
1,019
– – 0.01% 250
2019
Q1 		$52.7K Buy
1,019
+111
+12% +$5.03K 0.01% 223
2018
Q4 		$35K Hold
908
– – 0.01% 219
2018
Q3 		$38K Buy
+908
New +$41.1K 0.01% 217

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heritage Wealth Advisors's GIS Position: Q1 2026 in Review

Heritage Wealth Advisors held its General Mills (GIS) position steady in Q1 2026 at 400 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Heritage Wealth Advisors first reported a position in GIS in Q3 2018 and has held it in 22 quarters since. The position peaked at $73K in Q4 2021. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Heritage Wealth Advisors held 400 shares of General Mills worth $14.9K as of Q1 2026.
  • Heritage Wealth Advisors left its General Mills share count unchanged in Q1 2026.
  • General Mills made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #480 holding.
  • Heritage Wealth Advisors first reported a position in General Mills in Q3 2018 and has held it in 22 quarters since.
  • Heritage Wealth Advisors's General Mills position peaked at $73K in Q4 2021.
  • 1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.