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Root Financial Partners’s General Mills GIS Stock Holding History

Root Financial Partners’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
-7,984
Closed -$297K – 1518
2026
Q1 		$297K Buy
7,984
+6,831
+592% +$297K 0.01% 251
2025
Q4 		$53.6K Buy
1,153
+366
+47% +$17.4K ﹤0.01% 681
2025
Q3 		$39.7K Buy
+787
New +$39.5K ﹤0.01% 760

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Root Financial Partners's GIS Position: Q2 2026 in Review

Root Financial Partners sold out of General Mills (GIS) in Q2 2026, closing a stake of 7,984 shares — an estimated $297K sold.

Root Financial Partners first reported a position in GIS in Q3 2025 and held it in 3 quarters. The position peaked at $297K in Q1 2026. 1,338 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Root Financial Partners reported no remaining General Mills position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 7,984 General Mills shares in Q2 2026, an estimated $297K.
  • Root Financial Partners first reported a position in General Mills in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's General Mills position peaked at $297K in Q1 2026.
  • 1,338 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.