Acorn Financial Advisory Services’s LendingTree TREE Stock Holding History

Acorn Financial Advisory Services’s Portfolio TREE Stock Details TREE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$275K	Sell	6,218 -2	-0%	-$81	0.04%	184
2026 Q1	$267K	Sell	6,220 -94	-1%	-$4.5K	0.04%	176
2025 Q4	$335K	Buy	6,314 +808	+15%	+$45.3K	0.05%	151
2025 Q3	$356K	Sell	5,506 -797	-13%	-$46K	0.05%	142
2025 Q2	$234K	Sell	6,303 -203	-3%	-$8.2K	0.04%	178
2025 Q1	$327K	Sell	6,506 -1,499	-19%	-$66.8K	0.06%	137
2024 Q4	$310K	Sell	8,005 -241	-3%	-$11.5K	0.05%	159
2024 Q3	$479K	Sell	8,246 -3,480	-30%	-$180K	0.08%	114
2024 Q2	$488K	Sell	11,726 -21	-0.2%	-$886	0.09%	108
2024 Q1	$497K	Sell	11,747 -1,272	-10%	-$44.5K	0.09%	110
2023 Q4	$395K	Sell	13,019 -16	-0.1%	-$290	0.07%	168
2023 Q3	$202K	Buy	13,035 +1,294	+11%	+$26.2K	0.04%	234
2023 Q2	$260K	Buy	11,741 +32	+0.3%	+$682	0.05%	207
2023 Q1	$312K	Buy	+11,709	New	+$384K	0.06%	174
2022 Q2	–	Sell	-3,552	Closed	-$425K	–	226
2022 Q1	$425K	Sell	3,552 -58	-2%	-$6.86K	0.09%	147
2021 Q4	$443K	Buy	3,610 +632	+21%	+$84K	0.09%	147
2021 Q3	$416K	Buy	2,978 +891	+43%	+$156K	0.13%	146
2021 Q2	$442K	Hold	2,087	–	–	0.13%	154
2021 Q1	$445K	Buy	2,087 +839	+67%	+$239K	0.16%	135
2020 Q4	$342K	Sell	1,248 -31	-2%	-$9.21K	0.13%	165
2020 Q3	$393K	Buy	1,279 +184	+17%	+$58.4K	0.21%	126
2020 Q2	$317K	Hold	1,095	–	–	0.22%	141
2020 Q1	$201K	Sell	1,095 -53	-5%	-$15K	0.2%	154
2019 Q4	$348K	Buy	+1,148	New	+$380K	0.29%	118

Other funds holding TREE

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

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

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Acorn Financial Advisory Services's TREE Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its LendingTree (TREE) stake by 0.03% in Q2 2026, selling an estimated $81 and leaving 6,218 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #184.

Acorn Financial Advisory Services first reported a position in TREE in Q4 2019 and has held it in 24 quarters since. The position peaked at $497K in Q1 2024. 67 funds tracked by Wall St. Rank hold TREE as of Q2 2026.

Acorn Financial Advisory Services held 6,218 shares of LendingTree worth $275K as of Q2 2026.
Acorn Financial Advisory Services sold 2 LendingTree shares in Q2 2026, an estimated $81.
LendingTree made up 0.04% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #184 holding.
Acorn Financial Advisory Services first reported a position in LendingTree in Q4 2019 and has held it in 24 quarters since.
Acorn Financial Advisory Services's LendingTree position peaked at $497K in Q1 2024.
67 funds tracked by Wall St. Rank held LendingTree as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.