Robertson Stephens Wealth Management’s General Mills GIS Stock Holding History

Robertson Stephens 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	–	Sell	-6,819	Closed	-$254K	–	654
2026 Q1	$254K	Sell	6,819 -60	-0.9%	-$2.6K	0.01%	543
2025 Q4	$320K	Buy	6,879 +247	+4%	+$11.7K	0.01%	515
2025 Q3	$334K	Buy	6,632 +608	+10%	+$30.5K	0.01%	429
2025 Q2	$312K	Buy	6,024 +26	+0.4%	+$1.44K	0.01%	451
2025 Q1	$359K	Buy	5,998 +99	+2%	+$5.95K	0.01%	421
2024 Q4	$376K	Buy	5,899 +58	+1%	+$3.89K	0.01%	419
2024 Q3	$431K	Sell	5,841 -186	-3%	-$12.9K	0.02%	446
2024 Q2	$381K	Buy	+6,027	New	+$414K	0.02%	368

Other funds holding GIS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Robertson Stephens Wealth Management's GIS Position: Q2 2026 in Review

Robertson Stephens Wealth Management sold out of General Mills (GIS) in Q2 2026, closing a stake of 6,819 shares — an estimated $254K sold.

Robertson Stephens Wealth Management first reported a position in GIS in Q2 2024 and held it in 8 quarters. The position peaked at $431K in Q3 2024. 611 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Robertson Stephens Wealth Management reported no remaining General Mills position as of Q2 2026 after selling out during the quarter.
Robertson Stephens Wealth Management sold 6,819 General Mills shares in Q2 2026, an estimated $254K.
Robertson Stephens Wealth Management first reported a position in General Mills in Q2 2024 and held it in 8 quarters.
Robertson Stephens Wealth Management's General Mills position peaked at $431K in Q3 2024.
611 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.