Creative Planning
TREE icon

Creative Planning’s LendingTree TREE Stock Holding History

Creative Planning’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
Q1 		$831K Buy
19,385
+12,207
+170% +$584K ﹤0.01% 2612
2025
Q4 		$381K Buy
7,178
+728
+11% +$40.8K ﹤0.01% 3065
2025
Q3 		$418K Buy
6,450
+710
+12% +$40.9K ﹤0.01% 2872
2025
Q2 		$213K Sell
5,740
-587
-9% -$23.7K ﹤0.01% 3176
2025
Q1 		$318K Buy
6,327
+454
+8% +$20.2K ﹤0.01% 2699
2024
Q4 		$228K Sell
5,873
-263
-4% -$12.6K ﹤0.01% 2882
2024
Q3 		$356K Buy
+6,136
New +$317K ﹤0.01% 2387
2023
Q2 		– Sell
-7
Closed -$187 – 2824
2023
Q1 		$187 Buy
+7
New +$230 ﹤0.01% 2616
2017
Q3 		– Sell
-15
Closed -$3K – 3566
2017
Q2 		$3K Hold
15
– – ﹤0.01% 4206
2017
Q1 		$2K Hold
15
– – ﹤0.01% 4320
2016
Q4 		$2K Sell
15
-300
-95% -$28.6K ﹤0.01% 4308
2016
Q3 		$31K Buy
315
+307
+3,838% +$30.6K ﹤0.01% 2718
2016
Q2 		$1K Buy
8
+2
+33% +$169 ﹤0.01% 4212
2016
Q1 		$1K Sell
6
-19
-76% -$1.48K ﹤0.01% 4178
2015
Q4 		$2K Buy
25
+16
+178% +$1.65K ﹤0.01% 4074
2015
Q3 		$1K Buy
+9
New +$911 ﹤0.01% 4149
2015
Q2 		– Sell
-9
Closed -$1K – 2861
2015
Q1 		$1K Buy
+9
New +$429 ﹤0.01% 4072
2014
Q4 		– Sell
-6
Closed – – 4348
2014
Q3 		$0 Hold
6
– – ﹤0.01% 4155
2014
Q2 		$0 Hold
6
– – ﹤0.01% 3957
2014
Q1 		$0 Hold
6
– – ﹤0.01% 3753
2013
Q4 		$0 Hold
6
– – ﹤0.01% 3474
2013
Q3 		$0 Hold
6
– – ﹤0.01% 3350
2013
Q2 		$0 Buy
+6
New +$115 ﹤0.01% 3119

Other funds holding TREE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's TREE Position: Q1 2026 in Review

Creative Planning increased its LendingTree (TREE) stake by 170% in Q1 2026, buying an estimated $584K and bringing the position to 19,385 shares worth $831K. The position accounts for ﹤0.01% of the portfolio, ranked #2612.

Creative Planning first reported a position in TREE in Q2 2013 and has held it in 23 quarters since. 179 funds tracked by Wall St. Rank hold TREE as of Q1 2026.

  • Creative Planning held 19,385 shares of LendingTree worth $831K as of Q1 2026.
  • Creative Planning bought 12,207 LendingTree shares in Q1 2026, an estimated $584K.
  • LendingTree made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2612 holding.
  • Creative Planning first reported a position in LendingTree in Q2 2013 and has held it in 23 quarters since.
  • 179 funds tracked by Wall St. Rank held LendingTree as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.