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Modera Wealth Management’s General Mills GIS Stock Holding History

Modera Wealth Management’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 		$334K Sell
9,584
-954
-9% -$32.9K ﹤0.01% 526
2026
Q1 		$392K Sell
10,538
-4,051
-28% -$176K ﹤0.01% 478
2025
Q4 		$678K Buy
14,589
+17
+0.1% +$808 0.01% 397
2025
Q3 		$735K Sell
14,572
-124
-0.8% -$6.22K 0.01% 386
2025
Q2 		$761K Buy
14,696
+130
+0.9% +$7.17K 0.01% 367
2025
Q1 		$871K Sell
14,566
-1,516
-9% -$91.1K 0.01% 341
2024
Q4 		$1.03M Sell
16,082
-470
-3% -$31.5K 0.01% 326
2024
Q3 		$1.22M Sell
16,552
-798
-5% -$55.3K 0.02% 280
2024
Q2 		$1.1M Buy
17,350
+53
+0.3% +$3.64K 0.02% 283
2024
Q1 		$1.21M Sell
17,297
-470
-3% -$30.6K 0.02% 274
2023
Q4 		$1.16M Buy
17,767
+185
+1% +$11.9K 0.02% 277
2023
Q3 		$1.13M Sell
17,582
-170
-1% -$12K 0.02% 270
2023
Q2 		$1.36M Buy
17,752
+15,154
+583% +$1.3M 0.02% 259
2023
Q1 		$222K Buy
2,598
+6
+0.2% +$479 0.01% 322
2022
Q4 		$217K Buy
+2,592
New +$211K 0.01% 323
2022
Q3 		– Sell
-2,867
Closed -$216K – 327
2022
Q2 		$216K Sell
2,867
-336
-10% -$23.5K 0.01% 307
2022
Q1 		$217K Sell
3,203
-3,702
-54% -$248K 0.01% 332
2021
Q4 		$465K Buy
+6,905
New +$439K 0.02% 296
2016
Q3 		– Sell
-3,064
Closed -$219K – 114
2016
Q2 		$219K Buy
+3,064
New +$195K 0.08% 94

Other funds holding GIS

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Modera Wealth Management's GIS Position: Q2 2026 in Review

Modera Wealth Management reduced its General Mills (GIS) stake by 9.1% in Q2 2026, selling an estimated $32.9K and leaving 9,584 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Modera Wealth Management first reported a position in GIS in Q2 2016 and has held it in 19 quarters since. The position peaked at $1.36M in Q2 2023. 767 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Modera Wealth Management held 9,584 shares of General Mills worth $334K as of Q2 2026.
  • Modera Wealth Management sold 954 General Mills shares in Q2 2026, an estimated $32.9K.
  • General Mills made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #526 holding.
  • Modera Wealth Management first reported a position in General Mills in Q2 2016 and has held it in 19 quarters since.
  • Modera Wealth Management's General Mills position peaked at $1.36M in Q2 2023.
  • 767 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.