Covestor’s LendingTree TREE Stock Holding History

Covestor’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	$0	Buy	5 +4	+400%	+$162	﹤0.01%	2843
2026 Q1	$0	Sell	1 -41	-98%	-$1.96K	﹤0.01%	2771
2025 Q4	$2K	Buy	42 +41	+4,100%	+$2.3K	﹤0.01%	1960
2025 Q3	$0	Hold	1	–	–	﹤0.01%	2777
2025 Q2	$0	Hold	1	–	–	﹤0.01%	2760
2025 Q1	$0	Hold	1	–	–	﹤0.01%	2733
2024 Q4	$0	Sell	1 -1	-50%	-$48	﹤0.01%	2744
2024 Q3	$0	Hold	2	–	–	﹤0.01%	2772
2024 Q2	$0	Sell	2 -1	-33%	-$42	﹤0.01%	2762
2024 Q1	$0	Hold	3	–	–	﹤0.01%	2745
2023 Q4	$0	Sell	3 -1	-25%	-$18	﹤0.01%	2720
2023 Q3	$0	Hold	4	–	–	﹤0.01%	2719
2023 Q2	$0	Hold	4	–	–	﹤0.01%	2657
2023 Q1	$0	Hold	4	–	–	﹤0.01%	2591
2022 Q4	$0	Buy	4 +2	+100%	+$46	﹤0.01%	2615
2022 Q3	$0	Sell	2 -30	-94%	-$1.17K	﹤0.01%	2610
2022 Q2	$1K	Sell	32 -1	-3%	-$74	﹤0.01%	1807
2022 Q1	$4K	Buy	33 +31	+1,550%	+$3.67K	﹤0.01%	1566
2021 Q4	$0	Buy	+2	New	+$266	﹤0.01%	2305

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

Covestor's TREE Position: Q2 2026 in Review

Covestor increased its LendingTree (TREE) stake by 400% in Q2 2026, buying an estimated $162 and bringing the position to 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2843.

Covestor first reported a position in TREE in Q4 2021 and has held it in 19 quarters since. The position peaked at $4K in Q1 2022. 189 funds tracked by Wall St. Rank hold TREE as of Q2 2026.

Covestor held 5 shares of LendingTree worth $0 as of Q2 2026.
Covestor bought 4 LendingTree shares in Q2 2026, an estimated $162.
LendingTree made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2843 holding.
Covestor first reported a position in LendingTree in Q4 2021 and has held it in 19 quarters since.
Covestor's LendingTree position peaked at $4K in Q1 2022.
189 funds tracked by Wall St. Rank held LendingTree as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.