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Clark Wealth Partners’s LendingTree TREE Stock Holding History

Clark Wealth 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
2025
Q3 		– Sell
-5
Closed -$185 – 640
2025
Q2 		$185 Hold
5
– – ﹤0.01% 513
2025
Q1 		$251 Hold
5
– – ﹤0.01% 505
2024
Q4 		$194 Buy
+5
New +$240 ﹤0.01% 502

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
BGC
Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Clark Wealth Partners's TREE Position: Q3 2025 in Review

Clark Wealth Partners sold out of LendingTree (TREE) in Q3 2025, closing a stake of 5 shares — an estimated $185 sold.

Clark Wealth Partners first reported a position in TREE in Q4 2024 and held it in 3 quarters. The position peaked at $251 in Q1 2025. 185 funds tracked by Wall St. Rank hold TREE as of Q3 2025.

  • Clark Wealth Partners reported no remaining LendingTree position as of Q3 2025 after selling out during the quarter.
  • Clark Wealth Partners sold 5 LendingTree shares in Q3 2025, an estimated $185.
  • Clark Wealth Partners first reported a position in LendingTree in Q4 2024 and held it in 3 quarters.
  • Clark Wealth Partners's LendingTree position peaked at $251 in Q1 2025.
  • 185 funds tracked by Wall St. Rank held LendingTree as of Q3 2025.

Based on Clark Wealth Partners's 13F filing for Q3 2025, filed 4 Feb 2026.