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Oak Hill Wealth Advisors’s General Mills GIS Stock Holding History

Oak Hill 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
Q3 		$315K Hold
6,253
– – 0.06% 123
2025
Q2 		$324K Sell
6,253
-1
-0% -$55 0.07% 116
2025
Q1 		$374K Hold
6,254
– – 0.09% 100
2024
Q4 		$399K Buy
+6,254
New +$420K 0.1% 94
2024
Q3 		– Sell
-6,112
Closed -$423K – 156
2024
Q2 		$387K Buy
+6,112
New +$420K 0.12% 76
2024
Q1 		– Sell
-6,112
Closed -$398K – 144
2023
Q4 		$398K Sell
6,112
-60
-1% -$3.87K 0.14% 76
2023
Q3 		$395K Buy
6,172
+60
+1% +$4.24K 0.15% 70
2023
Q2 		$469K Hold
6,112
– – 0.17% 61
2023
Q1 		$522K Sell
6,112
-1,200
-16% -$95.8K 0.21% 60
2022
Q4 		$613K Buy
+7,312
New +$596K 0.25% 56

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Oak Hill Wealth Advisors's GIS Position: Q3 2025 in Review

Oak Hill Wealth Advisors held its General Mills (GIS) position steady in Q3 2025 at 6,253 shares worth $315K. The position accounts for 0.06% of the portfolio, ranked #123.

Oak Hill Wealth Advisors first reported a position in GIS in Q4 2022 and has held it in 10 quarters since. The position peaked at $613K in Q4 2022. 1,425 funds tracked by Wall St. Rank hold GIS as of Q3 2025.

  • Oak Hill Wealth Advisors held 6,253 shares of General Mills worth $315K as of Q3 2025.
  • Oak Hill Wealth Advisors left its General Mills share count unchanged in Q3 2025.
  • General Mills made up 0.06% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #123 holding.
  • Oak Hill Wealth Advisors first reported a position in General Mills in Q4 2022 and has held it in 10 quarters since.
  • Oak Hill Wealth Advisors's General Mills position peaked at $613K in Q4 2022.
  • 1,425 funds tracked by Wall St. Rank held General Mills as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.