RWA
THS

Roberts Wealth Advisors’s Treehouse Foods THS Stock Holding History

Roberts Wealth Advisors’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
2025
Q2 		– Sell
-88,360
Closed -$2.39M – 99
2025
Q1 		$2.39M Buy
88,360
+3,104
+4% +$98.4K 0.74% 47
2024
Q4 		$2.86M Buy
85,256
+63,804
+297% +$2.33M 0.87% 39
2024
Q3 		$872K Buy
+21,452
New +$851K 0.28% 63

Other funds holding THS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Roberts Wealth Advisors's THS Position: Q2 2025 in Review

Roberts Wealth Advisors sold out of Treehouse Foods (THS) in Q2 2025, closing a stake of 88,360 shares — an estimated $2.39M sold.

Roberts Wealth Advisors first reported a position in THS in Q3 2024 and held it in 3 quarters. The position peaked at $2.86M in Q4 2024. 223 funds tracked by Wall St. Rank hold THS as of Q2 2025.

  • Roberts Wealth Advisors reported no remaining Treehouse Foods position as of Q2 2025 after selling out during the quarter.
  • Roberts Wealth Advisors sold 88,360 Treehouse Foods shares in Q2 2025, an estimated $2.39M.
  • Roberts Wealth Advisors first reported a position in Treehouse Foods in Q3 2024 and held it in 3 quarters.
  • Roberts Wealth Advisors's Treehouse Foods position peaked at $2.86M in Q4 2024.
  • 223 funds tracked by Wall St. Rank held Treehouse Foods as of Q2 2025.

Based on Roberts Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.