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Summit Trail Advisors’s General Mills GIS Stock Holding History

Summit Trail Advisors’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 		$3.21M Buy
92,112
+51,672
+128% +$1.78M 0.04% 334
2026
Q1 		$1.51M Buy
40,440
+6,723
+20% +$292K 0.02% 722
2025
Q4 		$1.57M Sell
33,717
-9,064
-21% -$431K 0.03% 558
2025
Q3 		$2.16M Buy
42,781
+30,357
+244% +$1.52M 0.03% 408
2025
Q2 		$644K Buy
+12,424
New +$686K 0.01% 637
2024
Q4 		– Sell
-5,311
Closed -$392K – 528
2024
Q3 		$392K Sell
5,311
-1,903
-26% -$132K 0.01% 464
2024
Q2 		$456K Buy
7,214
+2,312
+47% +$159K 0.01% 390
2024
Q1 		$343K Sell
4,902
-892
-15% -$58.1K 0.01% 422
2023
Q4 		$377K Buy
5,794
+730
+14% +$47.1K 0.01% 336
2023
Q3 		$324K Buy
5,064
+545
+12% +$38.5K 0.01% 358
2023
Q2 		$347K Buy
4,519
+1,533
+51% +$131K 0.01% 343
2023
Q1 		$255K Buy
+2,986
New +$238K 0.01% 351
2018
Q1 		– Sell
-6,612
Closed -$394K – 904
2017
Q4 		$394K Buy
+6,612
New +$358K 0.05% 265

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

Summit Trail Advisors's GIS Position: Q2 2026 in Review

Summit Trail Advisors increased its General Mills (GIS) stake by 128% in Q2 2026, buying an estimated $1.78M and bringing the position to 92,112 shares worth $3.21M. The position accounts for 0.04% of the portfolio, ranked #334.

Summit Trail Advisors first reported a position in GIS in Q4 2017 and has held it in 13 quarters since. 1,337 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Summit Trail Advisors held 92,112 shares of General Mills worth $3.21M as of Q2 2026.
  • Summit Trail Advisors bought 51,672 General Mills shares in Q2 2026, an estimated $1.78M.
  • General Mills made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #334 holding.
  • Summit Trail Advisors first reported a position in General Mills in Q4 2017 and has held it in 13 quarters since.
  • 1,337 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.