SAG
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SageView Advisory Group’s General Mills GIS Stock Holding History

SageView Advisory Group’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 		$282K Buy
8,109
+709
+10% +$24.5K 0.01% 511
2026
Q1 		$275K Sell
7,400
-981
-12% -$42.6K 0.01% 491
2025
Q4 		$390K Sell
8,381
-761
-8% -$36.2K 0.01% 412
2025
Q3 		$461K Sell
9,142
-460
-5% -$23.1K 0.02% 401
2025
Q2 		$479K Sell
9,602
-471
-5% -$26K 0.02% 380
2025
Q1 		$602K Sell
10,073
-569
-5% -$34.2K 0.03% 306
2024
Q4 		$679K Buy
10,642
+623
+6% +$41.8K 0.03% 287
2024
Q3 		$740K Sell
10,019
-1,022
-9% -$70.8K 0.04% 237
2024
Q2 		$698K Buy
11,041
+4,431
+67% +$304K 0.03% 279
2024
Q1 		$1.16M Sell
6,610
-9,005
-58% -$586K 0.06% 177
2023
Q4 		$1.02M Buy
15,615
+3,020
+24% +$195K 0.04% 248
2023
Q3 		$806K Sell
12,595
-2,589
-17% -$183K 0.05% 242
2023
Q2 		$1.16M Buy
15,184
+419
+3% +$35.8K 0.06% 197
2023
Q1 		$1.26M Buy
+14,765
New +$1.18M 0.08% 171

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

SageView Advisory Group's GIS Position: Q2 2026 in Review

SageView Advisory Group increased its General Mills (GIS) stake by 9.6% in Q2 2026, buying an estimated $24.5K and bringing the position to 8,109 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #511.

SageView Advisory Group first reported a position in GIS in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.26M in Q1 2023. 1,341 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • SageView Advisory Group held 8,109 shares of General Mills worth $282K as of Q2 2026.
  • SageView Advisory Group bought 709 General Mills shares in Q2 2026, an estimated $24.5K.
  • General Mills made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #511 holding.
  • SageView Advisory Group first reported a position in General Mills in Q1 2023 and has held it in 14 quarters since.
  • SageView Advisory Group's General Mills position peaked at $1.26M in Q1 2023.
  • 1,341 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.