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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
Q2 		– Sell
-400
Closed -$14.9K – 706
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 $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

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

Heritage Wealth Advisors sold out of General Mills (GIS) in Q2 2026, closing a stake of 400 shares — an estimated $14.9K sold.

Heritage Wealth Advisors first reported a position in GIS in Q3 2018 and held it in 22 quarters. The position peaked at $73K in Q4 2021. 1,337 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Heritage Wealth Advisors reported no remaining General Mills position as of Q2 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 400 General Mills shares in Q2 2026, an estimated $14.9K.
  • Heritage Wealth Advisors first reported a position in General Mills in Q3 2018 and held it in 22 quarters.
  • Heritage Wealth Advisors's General Mills position peaked at $73K in Q4 2021.
  • 1,337 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.