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Plante Moran Financial Advisors’s LendingTree TREE Stock Holding History

Plante Moran Financial 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 		– Sell
-160
Closed -$8.49K – 858
2025
Q4 		$8.49K Buy
+160
New +$8.97K ﹤0.01% 584

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VCM
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EA
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Jacobs Levy Equity Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Plante Moran Financial Advisors's TREE Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of LendingTree (TREE) in Q1 2026, closing a stake of 160 shares — an estimated $8.49K sold.

Plante Moran Financial Advisors first reported a position in TREE in Q4 2025 and held it in 1 quarter. The position peaked at $8.49K in Q4 2025. 179 funds tracked by Wall St. Rank hold TREE as of Q1 2026.

  • Plante Moran Financial Advisors reported no remaining LendingTree position as of Q1 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 160 LendingTree shares in Q1 2026, an estimated $8.49K.
  • Plante Moran Financial Advisors first reported a position in LendingTree in Q4 2025 and held it in 1 quarter.
  • Plante Moran Financial Advisors's LendingTree position peaked at $8.49K in Q4 2025.
  • 179 funds tracked by Wall St. Rank held LendingTree as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.