Private Wealth Management Group’s LendingTree TREE Stock Holding History

Private Wealth Management Group’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	$4.46K	Hold	104	–	–	﹤0.01%	817
2025 Q4	$5.52K	Hold	104	–	–	﹤0.01%	732
2025 Q3	$6.73K	Hold	104	–	–	﹤0.01%	672
2025 Q2	$3.86K	Hold	104	–	–	﹤0.01%	860
2025 Q1	$5.23K	Hold	104	–	–	﹤0.01%	712
2024 Q4	$4.03K	Hold	104	–	–	﹤0.01%	828
2024 Q3	$6.04K	Hold	104	–	–	﹤0.01%	655
2024 Q2	$4.33K	Hold	104	–	–	﹤0.01%	756
2024 Q1	$4.4K	Hold	104	–	–	﹤0.01%	661
2023 Q4	$3.15K	Buy	+104	New	+$1.89K	﹤0.01%	788

Other funds holding TREE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Wealth Management Group's TREE Position: Q1 2026 in Review

Private Wealth Management Group held its LendingTree (TREE) position steady in Q1 2026 at 104 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Private Wealth Management Group first reported a position in TREE in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.73K in Q3 2025. 179 funds tracked by Wall St. Rank hold TREE as of Q1 2026.

Private Wealth Management Group held 104 shares of LendingTree worth $4.46K as of Q1 2026.
Private Wealth Management Group left its LendingTree share count unchanged in Q1 2026.
LendingTree made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #817 holding.
Private Wealth Management Group first reported a position in LendingTree in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's LendingTree position peaked at $6.73K in Q3 2025.
179 funds tracked by Wall St. Rank held LendingTree as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.