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 Q2	$10.7K	Sell	242 -90	-27%	-$3.64K	﹤0.01%	2872
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 $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

EverSource Wealth Advisors's TREE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its LendingTree (TREE) stake by 27% in Q2 2026, selling an estimated $3.64K and leaving 242 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2872.

EverSource Wealth Advisors first reported a position in TREE in Q4 2021 and has held it in 17 quarters since. The position peaked at $24K in Q4 2021. 189 funds tracked by Wall St. Rank hold TREE as of Q2 2026.

EverSource Wealth Advisors held 242 shares of LendingTree worth $10.7K as of Q2 2026.
EverSource Wealth Advisors sold 90 LendingTree shares in Q2 2026, an estimated $3.64K.
LendingTree made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2872 holding.
EverSource Wealth Advisors first reported a position in LendingTree in Q4 2021 and has held it in 17 quarters since.
EverSource Wealth Advisors's LendingTree position peaked at $24K in Q4 2021.
189 funds tracked by Wall St. Rank held LendingTree as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.