Carson Wealth (CWM LLC)
TREE icon

Carson Wealth (CWM LLC)’s LendingTree TREE Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$460K Buy
10,727
+8,863
+475% +$424K ﹤0.01% 2079
2025
Q4 		$99K Buy
1,864
+76
+4% +$4.26K ﹤0.01% 3073
2025
Q3 		$116K Buy
1,788
+133
+8% +$7.67K ﹤0.01% 2863
2025
Q2 		$61K Sell
1,655
-3,120
-65% -$126K ﹤0.01% 3122
2025
Q1 		$240K Buy
4,775
+3,976
+498% +$177K ﹤0.01% 1810
2024
Q4 		$31K Sell
799
-1,381
-63% -$66.2K ﹤0.01% 3156
2024
Q3 		$127K Buy
2,180
+1,578
+262% +$81.5K ﹤0.01% 2043
2024
Q2 		$25K Buy
602
+420
+231% +$17.7K ﹤0.01% 2980
2024
Q1 		$8K Buy
182
+106
+139% +$3.71K ﹤0.01% 3473
2023
Q4 		$2K Sell
76
-16
-17% -$290 ﹤0.01% 3853
2023
Q3 		$1K Hold
92
– – ﹤0.01% 4091
2023
Q2 		$2K Sell
92
-4,221
-98% -$90K ﹤0.01% 3857
2023
Q1 		$115K Buy
4,313
+4,041
+1,486% +$133K ﹤0.01% 1428
2022
Q4 		$6K Sell
272
-169
-38% -$3.85K ﹤0.01% 3118
2022
Q3 		$11K Buy
441
+371
+530% +$14.5K ﹤0.01% 2649
2022
Q2 		$3K Sell
70
-61
-47% -$4.52K ﹤0.01% 3246
2022
Q1 		$16K Buy
131
+44
+51% +$5.2K ﹤0.01% 2231
2021
Q4 		$11K Buy
+87
New +$11.6K ﹤0.01% 2320
2021
Q2 		$6K Hold
26
– – ﹤0.01% 2321
2021
Q1 		$6K Hold
26
– – ﹤0.01% 2320
2020
Q4 		$6K Hold
26
– – ﹤0.01% 2319
2020
Q3 		$6K Hold
26
– – ﹤0.01% 2319
2020
Q2 		$6K Hold
26
– – ﹤0.01% 2319
2020
Q1 		$6K Hold
26
– – ﹤0.01% 2319
2019
Q4 		$6K Hold
26
– – ﹤0.01% 2319
2019
Q3 		$6K Hold
26
– – ﹤0.01% 2318
2019
Q2 		$6K Hold
26
– – ﹤0.01% 2318
2019
Q1 		$6K Buy
26
+19
+271% +$5.74K ﹤0.01% 2318
2018
Q4 		$2K Buy
7
+3
+75% +$681 ﹤0.01% 1802
2018
Q3 		$1K Buy
+4
New +$951 ﹤0.01% 1756

Other funds holding TREE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TREE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its LendingTree (TREE) stake by 475% in Q1 2026, buying an estimated $424K and bringing the position to 10,727 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #2079.

Carson Wealth (CWM LLC) first reported a position in TREE in Q3 2018 and has held it in 30 quarters since. 179 funds tracked by Wall St. Rank hold TREE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,727 shares of LendingTree worth $460K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 8,863 LendingTree shares in Q1 2026, an estimated $424K.
  • LendingTree made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2079 holding.
  • Carson Wealth (CWM LLC) first reported a position in LendingTree in Q3 2018 and has held it in 30 quarters since.
  • 179 funds tracked by Wall St. Rank held LendingTree as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.