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 Q2	$409K	Buy	9,234 +1,810	+24%	+$73.2K	﹤0.01%	2558
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Cerity Partners's TREE Position: Q2 2026 in Review

Cerity Partners increased its LendingTree (TREE) stake by 24% in Q2 2026, buying an estimated $73.2K and bringing the position to 9,234 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #2558.

Cerity Partners first reported a position in TREE in Q1 2023 and has held it in 3 quarters since. The position peaked at $1.11M in Q1 2023. 189 funds tracked by Wall St. Rank hold TREE as of Q2 2026.

Cerity Partners held 9,234 shares of LendingTree worth $409K as of Q2 2026.
Cerity Partners bought 1,810 LendingTree shares in Q2 2026, an estimated $73.2K.
LendingTree made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2558 holding.
Cerity Partners first reported a position in LendingTree in Q1 2023 and has held it in 3 quarters since.
Cerity Partners's LendingTree position peaked at $1.11M in Q1 2023.
189 funds tracked by Wall St. Rank held LendingTree as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.