Private Wealth Management Group’s Treehouse Foods THS Stock Holding History

Private Wealth Management Group’s Portfolio THS Stock Details THS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-31	Closed	-$732	–	1551
2025 Q4	$732	Sell	31 -211	-87%	-$4.61K	﹤0.01%	1327
2025 Q3	$4.89K	Buy	242 +31	+15%	+$588	﹤0.01%	800
2025 Q2	$4.1K	Buy	+211	New	+$4.73K	﹤0.01%	837
2024 Q4	–	Sell	-42	Closed	-$1.76K	–	1572
2024 Q3	$1.76K	Hold	42	–	–	﹤0.01%	1115
2024 Q2	$1.54K	Buy	42 +5	+14%	+$181	﹤0.01%	1150
2024 Q1	$1.44K	Buy	37 +28	+311%	+$1.11K	﹤0.01%	1111
2023 Q4	$374	Buy	+9	New	+$369	﹤0.01%	1490

Other funds holding THS

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Private Wealth Management Group's THS Position: Q1 2026 in Review

Private Wealth Management Group sold out of Treehouse Foods (THS) in Q1 2026, closing a stake of 31 shares — an estimated $732 sold.

Private Wealth Management Group first reported a position in THS in Q4 2023 and held it in 7 quarters. The position peaked at $4.89K in Q3 2025. 2 funds tracked by Wall St. Rank hold THS as of Q1 2026.

Private Wealth Management Group reported no remaining Treehouse Foods position as of Q1 2026 after selling out during the quarter.
Private Wealth Management Group sold 31 Treehouse Foods shares in Q1 2026, an estimated $732.
Private Wealth Management Group first reported a position in Treehouse Foods in Q4 2023 and held it in 7 quarters.
Private Wealth Management Group's Treehouse Foods position peaked at $4.89K in Q3 2025.
2 funds tracked by Wall St. Rank held Treehouse Foods as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.