EverSource Wealth Advisors’s LendingTree TREE Stock Holding History

EverSource Wealth 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 Q1	$14.2K	Buy	332 +89	+37%	+$4.26K	﹤0.01%	2723
2025 Q4	$12.9K	Sell	243 -24	-9%	-$1.35K	﹤0.01%	2669
2025 Q3	$17.3K	Buy	267 +2	+0.8%	+$115	﹤0.01%	2472
2025 Q2	$9.82K	Buy	265 +142	+115%	+$5.73K	﹤0.01%	2819
2025 Q1	$6.18K	Buy	123 +76	+162%	+$3.39K	﹤0.01%	2393
2024 Q4	$1.82K	Buy	47 +4	+9%	+$192	﹤0.01%	2751
2024 Q3	$2.5K	Hold	43	–	–	﹤0.01%	2468
2024 Q2	$2.29K	Hold	43	–	–	﹤0.01%	2505
2024 Q1	$2.08K	Hold	43	–	–	﹤0.01%	2376
2023 Q4	$1.3K	Sell	43 -19	-31%	-$344	﹤0.01%	2311
2023 Q3	$961	Buy	+62	New	+$1.26K	﹤0.01%	2241
2023 Q2	–	Sell	-473	Closed	-$12.6K	–	2609
2023 Q1	$12.6K	Buy	473 +117	+33%	+$3.84K	﹤0.01%	1267
2022 Q4	$7.59K	Buy	356 +170	+91%	+$3.87K	﹤0.01%	1437
2022 Q3	$4K	Buy	186 +103	+124%	+$4.02K	﹤0.01%	1479
2022 Q2	$4K	Buy	+83	New	+$6.15K	﹤0.01%	1351
2022 Q1	–	Sell	-192	Closed	-$24K	–	1847
2021 Q4	$24K	Buy	+192	New	+$25.5K	0.01%	619

Other funds holding TREE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 New York $240B AUM 35.51% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EverSource Wealth Advisors's TREE Position: Q1 2026 in Review

EverSource Wealth Advisors increased its LendingTree (TREE) stake by 37% in Q1 2026, buying an estimated $4.26K and bringing the position to 332 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2723.

EverSource Wealth Advisors first reported a position in TREE in Q4 2021 and has held it in 16 quarters since. The position peaked at $24K in Q4 2021. 179 funds tracked by Wall St. Rank hold TREE as of Q1 2026.

EverSource Wealth Advisors held 332 shares of LendingTree worth $14.2K as of Q1 2026.
EverSource Wealth Advisors bought 89 LendingTree shares in Q1 2026, an estimated $4.26K.
LendingTree made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2723 holding.
EverSource Wealth Advisors first reported a position in LendingTree in Q4 2021 and has held it in 16 quarters since.
EverSource Wealth Advisors's LendingTree position peaked at $24K in Q4 2021.
179 funds tracked by Wall St. Rank held LendingTree as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.