QTR Family Wealth’s General Mills GIS Stock Holding History

QTR Family Wealth’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 Q2	–	Sell	-7,145	Closed	-$427K	–	188
2025 Q1	$427K	Buy	+7,145	New	+$429K	0.32%	86

Other funds holding GIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

QTR Family Wealth's GIS Position: Q2 2025 in Review

QTR Family Wealth sold out of General Mills (GIS) in Q2 2025, closing a stake of 7,145 shares — an estimated $427K sold.

QTR Family Wealth first reported a position in GIS in Q1 2025 and held it in 1 quarter. The position peaked at $427K in Q1 2025. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

QTR Family Wealth reported no remaining General Mills position as of Q2 2025 after selling out during the quarter.
QTR Family Wealth sold 7,145 General Mills shares in Q2 2025, an estimated $427K.
QTR Family Wealth first reported a position in General Mills in Q1 2025 and held it in 1 quarter.
QTR Family Wealth's General Mills position peaked at $427K in Q1 2025.
1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on QTR Family Wealth's 13F filing for Q2 2025, filed 18 Jul 2025.