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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
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

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BGC
Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Clearstead Advisors's TREE Position: Q4 2025 in Review

Clearstead Advisors sold out of LendingTree (TREE) in Q4 2025, closing a stake of 85 shares — an estimated $5.5K sold.

Clearstead Advisors first reported a position in TREE in Q2 2025 and held it in 2 quarters. The position peaked at $5.5K in Q3 2025. 184 funds tracked by Wall St. Rank hold TREE as of Q4 2025.

  • Clearstead Advisors reported no remaining LendingTree position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 85 LendingTree shares in Q4 2025, an estimated $5.5K.
  • Clearstead Advisors first reported a position in LendingTree in Q2 2025 and held it in 2 quarters.
  • Clearstead Advisors's LendingTree position peaked at $5.5K in Q3 2025.
  • 184 funds tracked by Wall St. Rank held LendingTree as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.