RWM
TREE icon

RMG Wealth Management’s LendingTree TREE Stock Holding History

RMG Wealth Management’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 		$32 Hold
1
– – ﹤0.01% 564
2026
Q1 		$37 Hold
1
– – ﹤0.01% 593
2025
Q4 		$68 Hold
1
– – ﹤0.01% 411
2025
Q3 		$59 Buy
+1
New +$58 ﹤0.01% 330

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

RMG Wealth Management's TREE Position: Q2 2026 in Review

RMG Wealth Management held its LendingTree (TREE) position steady in Q2 2026 at 1 share worth $32. The position accounts for ﹤0.01% of the portfolio, ranked #564.

RMG Wealth Management first reported a position in TREE in Q3 2025 and has held it in 4 quarters since. The position peaked at $68 in Q4 2025. 189 funds tracked by Wall St. Rank hold TREE as of Q2 2026.

  • RMG Wealth Management held 1 share of LendingTree worth $32 as of Q2 2026.
  • RMG Wealth Management left its LendingTree share count unchanged in Q2 2026.
  • LendingTree made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #564 holding.
  • RMG Wealth Management first reported a position in LendingTree in Q3 2025 and has held it in 4 quarters since.
  • RMG Wealth Management's LendingTree position peaked at $68 in Q4 2025.
  • 189 funds tracked by Wall St. Rank held LendingTree as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.