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Integrated Wealth Concepts’s General Mills GIS Stock Holding History

Integrated Wealth Concepts’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 		$1.54M Sell
44,162
-26,354
-37% -$910K 0.01% 968
2026
Q1 		$2.62M Buy
70,516
+44,033
+166% +$1.91M 0.02% 657
2025
Q4 		$1.23M Buy
26,483
+2,990
+13% +$142K 0.01% 685
2025
Q3 		$1.18M Buy
23,493
+1,136
+5% +$57K 0.01% 894
2025
Q2 		$1.16M Sell
22,357
-5,638
-20% -$311K 0.01% 852
2025
Q1 		$1.67M Buy
27,995
+5,095
+22% +$306K 0.02% 625
2024
Q4 		$1.46M Buy
22,900
+7,911
+53% +$531K 0.02% 662
2024
Q3 		$1.11M Sell
14,989
-1,183
-7% -$82K 0.01% 758
2024
Q2 		$1.02M Buy
16,172
+268
+2% +$18.4K 0.01% 751
2024
Q1 		$1.11M Buy
15,904
+309
+2% +$20.1K 0.02% 707
2023
Q4 		$1.02M Sell
15,595
-1,307
-8% -$84.4K 0.02% 720
2023
Q3 		$1.08M Sell
16,902
-858
-5% -$60.6K 0.02% 661
2023
Q2 		$1.36M Buy
17,760
+806
+5% +$68.9K 0.02% 579
2023
Q1 		$1.45M Buy
16,954
+9,762
+136% +$780K 0.03% 497
2022
Q4 		$603K Sell
7,192
-7,135
-50% -$581K 0.02% 602
2022
Q3 		$1.1M Buy
14,327
+2,017
+16% +$154K 0.04% 406
2022
Q2 		$929K Buy
12,310
+6,237
+103% +$437K 0.03% 441
2022
Q1 		$411K Sell
6,073
-339
-5% -$22.7K 0.01% 632
2021
Q4 		$432K Buy
6,412
+2,441
+61% +$155K 0.01% 645
2021
Q3 		$238K Buy
+3,971
New +$235K 0.01% 825
2021
Q2 		– Sell
-3,534
Closed -$217K – 816
2021
Q1 		$217K Buy
+3,534
New +$204K 0.01% 671

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 $3.38T AUM 44.17% 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

Integrated Wealth Concepts's GIS Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its General Mills (GIS) stake by 37% in Q2 2026, selling an estimated $910K and leaving 44,162 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #968.

Integrated Wealth Concepts first reported a position in GIS in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.62M in Q1 2026. 1,343 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Integrated Wealth Concepts held 44,162 shares of General Mills worth $1.54M as of Q2 2026.
  • Integrated Wealth Concepts sold 26,354 General Mills shares in Q2 2026, an estimated $910K.
  • General Mills made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #968 holding.
  • Integrated Wealth Concepts first reported a position in General Mills in Q1 2021 and has held it in 21 quarters since.
  • Integrated Wealth Concepts's General Mills position peaked at $2.62M in Q1 2026.
  • 1,343 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.