Williams Jones Wealth Management’s Treehouse Foods THS Stock Holding History

Williams Jones Wealth Management’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	-8,000	Closed	-$217K	–	525
2025 Q1	$217K	Hold	8,000	–	–	﹤0.01%	455
2024 Q4	$281K	Hold	8,000	–	–	﹤0.01%	420
2024 Q3	$336K	Hold	8,000	–	–	﹤0.01%	415
2024 Q2	$293K	Hold	8,000	–	–	﹤0.01%	419
2024 Q1	$312K	Hold	8,000	–	–	﹤0.01%	424
2023 Q4	$332K	Hold	8,000	–	–	﹤0.01%	408
2023 Q3	$349K	Hold	8,000	–	–	0.01%	396
2023 Q2	$403K	Hold	8,000	–	–	0.01%	378
2023 Q1	$403K	Hold	8,000	–	–	0.01%	401
2022 Q4	$395K	Hold	8,000	–	–	0.01%	401
2022 Q3	$339K	Sell	8,000 -3,000	-27%	-$135K	0.01%	422
2022 Q2	$460K	Buy	+11,000	New	+$404K	0.01%	374

Other funds holding THS

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

JPM

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Williams Jones Wealth Management's THS Position: Q2 2025 in Review

Williams Jones Wealth Management sold out of Treehouse Foods (THS) in Q2 2025, closing a stake of 8,000 shares — an estimated $217K sold.

Williams Jones Wealth Management first reported a position in THS in Q2 2022 and held it in 12 quarters. The position peaked at $460K in Q2 2022. 223 funds tracked by Wall St. Rank hold THS as of Q2 2025.

Williams Jones Wealth Management reported no remaining Treehouse Foods position as of Q2 2025 after selling out during the quarter.
Williams Jones Wealth Management sold 8,000 Treehouse Foods shares in Q2 2025, an estimated $217K.
Williams Jones Wealth Management first reported a position in Treehouse Foods in Q2 2022 and held it in 12 quarters.
Williams Jones Wealth Management's Treehouse Foods position peaked at $460K in Q2 2022.
223 funds tracked by Wall St. Rank held Treehouse Foods as of Q2 2025.

Based on Williams Jones Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.