Intellectus Partners’s LendingTree TREE Stock Holding History

Intellectus Partners’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	$1.34M	Sell	30,150 -2,650	-8%	-$107K	0.23%	113
2026 Q1	$1.41M	Sell	32,800 -200	-0.6%	-$9.57K	0.29%	87
2025 Q4	$1.75M	Buy	33,000 +1,250	+4%	+$70.1K	0.34%	78
2025 Q3	$2.06M	Sell	31,750 -2,000	-6%	-$115K	0.4%	67
2025 Q2	$1.25M	Buy	33,750 +3,000	+10%	+$121K	0.27%	102
2025 Q1	$1.55M	Buy	30,750 +4,800	+18%	+$214K	0.38%	75
2024 Q4	$1.01M	Buy	25,950 +6,575	+34%	+$315K	0.22%	118
2024 Q3	$1.12M	Buy	19,375 +7,125	+58%	+$368K	0.29%	102
2024 Q2	$509K	Sell	12,250 -2,750	-18%	-$116K	0.14%	172
2024 Q1	$635K	Sell	15,000 -5,800	-28%	-$203K	0.17%	162
2023 Q4	$631K	Buy	20,800 +4,750	+30%	+$86.1K	0.18%	151
2023 Q3	$249K	Buy	16,050 +2,050	+15%	+$41.5K	0.08%	223
2023 Q2	$310K	Buy	+14,000	New	+$299K	0.09%	208

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

Intellectus Partners's TREE Position: Q2 2026 in Review

Intellectus Partners reduced its LendingTree (TREE) stake by 8.1% in Q2 2026, selling an estimated $107K and leaving 30,150 shares worth $1.34M. The position accounts for 0.23% of the portfolio, ranked #113.

Intellectus Partners first reported a position in TREE in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.06M in Q3 2025. 189 funds tracked by Wall St. Rank hold TREE as of Q2 2026.

Intellectus Partners held 30,150 shares of LendingTree worth $1.34M as of Q2 2026.
Intellectus Partners sold 2,650 LendingTree shares in Q2 2026, an estimated $107K.
LendingTree made up 0.23% of Intellectus Partners's portfolio in Q2 2026, its #113 holding.
Intellectus Partners first reported a position in LendingTree in Q2 2023 and has held it in 13 quarters since.
Intellectus Partners's LendingTree position peaked at $2.06M in Q3 2025.
189 funds tracked by Wall St. Rank held LendingTree as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.