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Clearstead Advisors’s LendingTree TREE Stock Holding History

Clearstead Advisors’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 		$1.46K Buy
+33
New +$1.33K ﹤0.01% 2587
2025
Q4 		– Sell
-85
Closed -$5.5K – 3244
2025
Q3 		$5.5K Buy
85
+2
+2% +$115 ﹤0.01% 2123
2025
Q2 		$3.08K Buy
+83
New +$3.35K ﹤0.01% 2235

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Clearstead Advisors's TREE Position: Q2 2026 in Review

Clearstead Advisors opened a new position in LendingTree (TREE) in Q2 2026: 33 shares worth $1.46K. The stake represents ﹤0.01% of the portfolio and ranks #2587 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in TREE as recently as Q3 2025.

Clearstead Advisors first reported a position in TREE in Q2 2025 and has held it in 3 quarters since. The position peaked at $5.5K in Q3 2025. 190 funds tracked by Wall St. Rank hold TREE as of Q2 2026.

  • Clearstead Advisors held 33 shares of LendingTree worth $1.46K as of Q2 2026.
  • LendingTree was a new Clearstead Advisors position in Q2 2026.
  • LendingTree made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2587 holding.
  • Clearstead Advisors first reported a position in LendingTree in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's LendingTree position peaked at $5.5K in Q3 2025.
  • 190 funds tracked by Wall St. Rank held LendingTree as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.