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Evolve Private Wealth’s LendingTree TREE Stock Holding History

Evolve Private Wealth’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 		$909K Buy
20,528
+6,094
+42% +$246K 0.06% 304
2026
Q1 		$619K Buy
+14,434
New +$691K 0.03% 485

Other funds holding TREE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Evolve Private Wealth's TREE Position: Q2 2026 in Review

Evolve Private Wealth increased its LendingTree (TREE) stake by 42% in Q2 2026, buying an estimated $246K and bringing the position to 20,528 shares worth $909K. The position accounts for 0.06% of the portfolio, ranked #304.

Evolve Private Wealth first reported a position in TREE in Q1 2026 and has held it in 2 quarters since. 189 funds tracked by Wall St. Rank hold TREE as of Q2 2026.

  • Evolve Private Wealth held 20,528 shares of LendingTree worth $909K as of Q2 2026.
  • Evolve Private Wealth bought 6,094 LendingTree shares in Q2 2026, an estimated $246K.
  • LendingTree made up 0.06% of Evolve Private Wealth's portfolio in Q2 2026, its #304 holding.
  • Evolve Private Wealth first reported a position in LendingTree in Q1 2026 and has held it in 2 quarters since.
  • 189 funds tracked by Wall St. Rank held LendingTree as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.