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SHP Wealth Management’s General Mills GIS Stock Holding History

SHP 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 		$18.4K Sell
529
-239
-31% -$8.25K ﹤0.01% 809
2026
Q1 		$28.6K Buy
768
+28
+4% +$1.22K ﹤0.01% 628
2025
Q4 		$34.4K Buy
+740
New +$35.2K ﹤0.01% 566

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 $3.38T AUM 44.17% 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

SHP Wealth Management's GIS Position: Q2 2026 in Review

SHP Wealth Management reduced its General Mills (GIS) stake by 31% in Q2 2026, selling an estimated $8.25K and leaving 529 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

SHP Wealth Management first reported a position in GIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $34.4K in Q4 2025. 1,343 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • SHP Wealth Management held 529 shares of General Mills worth $18.4K as of Q2 2026.
  • SHP Wealth Management sold 239 General Mills shares in Q2 2026, an estimated $8.25K.
  • General Mills made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #809 holding.
  • SHP Wealth Management first reported a position in General Mills in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's General Mills position peaked at $34.4K in Q4 2025.
  • 1,343 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.