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Marshall & Sterling Wealth Advisors’s General Mills GIS Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-138
Closed -$6.96K – 459
2025
Q3 		$6.96K Buy
138
+1
+0.7% +$50 ﹤0.01% 433
2025
Q2 		$7.1K Buy
137
+123
+879% +$6.79K ﹤0.01% 411
2025
Q1 		$838 Buy
+14
New +$841 ﹤0.01% 598

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's GIS Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of General Mills (GIS) in Q4 2025, closing a stake of 138 shares — an estimated $6.96K sold.

Marshall & Sterling Wealth Advisors first reported a position in GIS in Q1 2025 and held it in 3 quarters. The position peaked at $7.1K in Q2 2025. 1,412 funds tracked by Wall St. Rank hold GIS as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining General Mills position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 138 General Mills shares in Q4 2025, an estimated $6.96K.
  • Marshall & Sterling Wealth Advisors first reported a position in General Mills in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's General Mills position peaked at $7.1K in Q2 2025.
  • 1,412 funds tracked by Wall St. Rank held General Mills as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.