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Pinnacle Wealth Planning Services’s LendingTree TREE Stock Holding History

Pinnacle Wealth Planning Services’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 		$8.24K Hold
186
– – ﹤0.01% 2138
2026
Q1 		$7.98K Hold
186
– – ﹤0.01% 2096
2025
Q4 		$9.88K Buy
+186
New +$10.4K ﹤0.01% 2019
2021
Q1 		– Sell
-11
Closed -$3K – 1801
2020
Q4 		$3K Buy
+11
New +$3.27K ﹤0.01% 1865

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

Pinnacle Wealth Planning Services's TREE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its LendingTree (TREE) position steady in Q2 2026 at 186 shares worth $8.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2138.

Pinnacle Wealth Planning Services first reported a position in TREE in Q4 2020 and has held it in 4 quarters since. The position peaked at $9.88K in Q4 2025. 190 funds tracked by Wall St. Rank hold TREE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 186 shares of LendingTree worth $8.24K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its LendingTree share count unchanged in Q2 2026.
  • LendingTree made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2138 holding.
  • Pinnacle Wealth Planning Services first reported a position in LendingTree in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's LendingTree position peaked at $9.88K in Q4 2025.
  • 190 funds tracked by Wall St. Rank held LendingTree as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.