Cerity Partners
TREE icon

Cerity Partners’s LendingTree TREE Stock Holding History

Cerity Partners’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 		$318K Buy
+7,424
New +$355K ﹤0.01% 2572
2023
Q2 		– Sell
-259
Closed -$1.11M – 1945
2023
Q1 		$1.11M Buy
+259
New +$8.49K ﹤0.01% 931

Other funds holding TREE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cerity Partners's TREE Position: Q1 2026 in Review

Cerity Partners opened a new position in LendingTree (TREE) in Q1 2026: 7,424 shares worth $318K. The stake represents ﹤0.01% of the portfolio and ranks #2572 among its holdings. This is a return to the name: Cerity Partners previously reported a position in TREE as recently as Q1 2023.

Cerity Partners first reported a position in TREE in Q1 2023 and has held it in 2 quarters since. The position peaked at $1.11M in Q1 2023. 179 funds tracked by Wall St. Rank hold TREE as of Q1 2026.

  • Cerity Partners held 7,424 shares of LendingTree worth $318K as of Q1 2026.
  • LendingTree was a new Cerity Partners position in Q1 2026.
  • LendingTree made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2572 holding.
  • Cerity Partners first reported a position in LendingTree in Q1 2023 and has held it in 2 quarters since.
  • Cerity Partners's LendingTree position peaked at $1.11M in Q1 2023.
  • 179 funds tracked by Wall St. Rank held LendingTree as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.