Cornerstone Wealth Management’s LendingTree TREE Stock Holding History

Cornerstone Wealth Management’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	$319K	Sell	7,208 -330	-4%	-$13.3K	0.01%	598
2026 Q1	$323K	Sell	7,538 -80	-1%	-$3.83K	0.02%	556
2025 Q4	$404K	Sell	7,618 -550	-7%	-$30.8K	0.02%	475
2025 Q3	$529K	Sell	8,168 -820	-9%	-$47.3K	0.03%	403
2025 Q2	$333K	Buy	8,988 +300	+3%	+$12.1K	0.02%	489
2025 Q1	$437K	Sell	8,688 -1,775	-17%	-$79.1K	0.03%	394
2024 Q4	$405K	Sell	10,463 -135	-1%	-$6.47K	0.03%	391
2024 Q3	$615K	Sell	10,598 -204	-2%	-$10.5K	0.04%	311
2024 Q2	$449K	Buy	10,802 +50	+0.5%	+$2.11K	0.03%	349
2024 Q1	$455K	Buy	10,752 +2,428	+29%	+$85K	0.04%	347
2023 Q4	$252K	Buy	+8,324	New	+$151K	0.02%	448

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

Cornerstone Wealth Management's TREE Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its LendingTree (TREE) stake by 4.4% in Q2 2026, selling an estimated $13.3K and leaving 7,208 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #598.

Cornerstone Wealth Management first reported a position in TREE in Q4 2023 and has held it in 11 quarters since. The position peaked at $615K in Q3 2024. 189 funds tracked by Wall St. Rank hold TREE as of Q2 2026.

Cornerstone Wealth Management held 7,208 shares of LendingTree worth $319K as of Q2 2026.
Cornerstone Wealth Management sold 330 LendingTree shares in Q2 2026, an estimated $13.3K.
LendingTree made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #598 holding.
Cornerstone Wealth Management first reported a position in LendingTree in Q4 2023 and has held it in 11 quarters since.
Cornerstone Wealth Management's LendingTree position peaked at $615K in Q3 2024.
189 funds tracked by Wall St. Rank held LendingTree as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.