Strategic Wealth Partners’s General Mills GIS Stock Holding History

Strategic Wealth 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	$8.18K	Hold	235	–	–	﹤0.01%	963
2026 Q1	$8.75K	Hold	235	–	–	﹤0.01%	920
2025 Q4	$10.9K	Hold	235	–	–	﹤0.01%	866
2025 Q3	$11.8K	Sell	235 -112	-32%	-$5.62K	﹤0.01%	855
2025 Q2	$18K	Buy	+347	New	+$19.1K	﹤0.01%	671
2023 Q3	–	Sell	-4,394	Closed	-$337K	–	290
2023 Q2	$337K	Buy	4,394 +188	+4%	+$16.1K	0.04%	237
2023 Q1	$359K	Buy	+4,206	New	+$336K	0.06%	200
2019 Q4	–	Sell	-403	Closed	-$21	–	272
2019 Q3	$21	Sell	403 -40	-9%	-$2.16K	﹤0.01%	378
2019 Q2	$23K	Sell	443 -112	-20%	-$5.79K	0.01%	313
2019 Q1	$28K	Hold	555	–	–	0.01%	302
2018 Q4	$23K	Hold	555	–	–	0.01%	316
2018 Q3	$24K	Sell	555 -73	-12%	-$3.31K	0.01%	309
2018 Q2	$28K	Sell	628 -7,916	-93%	-$346K	0.02%	321
2018 Q1	$385K	Sell	8,544 -1,814	-18%	-$98.4K	0.2%	125
2017 Q4	$537K	Buy	+10,358	New	+$560K	0.3%	107

Other funds holding GIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Strategic Wealth Partners's GIS Position: Q2 2026 in Review

Strategic Wealth Partners held its General Mills (GIS) position steady in Q2 2026 at 235 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Strategic Wealth Partners first reported a position in GIS in Q4 2017 and has held it in 15 quarters since. The position peaked at $537K in Q4 2017. 1,330 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Strategic Wealth Partners held 235 shares of General Mills worth $8.18K as of Q2 2026.
Strategic Wealth Partners left its General Mills share count unchanged in Q2 2026.
General Mills made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #963 holding.
Strategic Wealth Partners first reported a position in General Mills in Q4 2017 and has held it in 15 quarters since.
Strategic Wealth Partners's General Mills position peaked at $537K in Q4 2017.
1,330 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.