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Steward Partners Investment Advisory’s LendingTree TREE Stock Holding History

Steward Partners Investment Advisory’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 		$1.33K Hold
31
– – ﹤0.01% 4145
2025
Q4 		$1.65K Sell
31
-1,283
-98% -$71.9K ﹤0.01% 4001
2025
Q3 		$85.1K Buy
1,314
+1,283
+4,139% +$74K ﹤0.01% 2324
2025
Q2 		$1.15K Buy
+31
New +$1.25K ﹤0.01% 3836
2024
Q4 		– Sell
-1,615
Closed -$93.7K – 4097
2024
Q3 		$93.7K Buy
1,615
+156
+11% +$8.06K ﹤0.01% 1910
2024
Q2 		$60.7K Sell
1,459
-18
-1% -$759 ﹤0.01% 2010
2024
Q1 		$62.5K Buy
+1,477
New +$51.7K ﹤0.01% 1990
2022
Q1 		– Sell
-1
Closed – – 3381
2021
Q4 		$0 Hold
1
– – ﹤0.01% 3322
2021
Q3 		$0 Hold
1
– – ﹤0.01% 3334
2021
Q2 		$0 Sell
1
-76
-99% -$16K ﹤0.01% 7399
2021
Q1 		$16.4K Buy
77
+14
+22% +$3.98K ﹤0.01% 2564
2020
Q4 		$17K Buy
63
+22
+54% +$6.54K ﹤0.01% 2118
2020
Q3 		$13K Buy
+41
New +$13K ﹤0.01% 2052

Other funds holding TREE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
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
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's TREE Position: Q1 2026 in Review

Steward Partners Investment Advisory held its LendingTree (TREE) position steady in Q1 2026 at 31 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #4145.

Steward Partners Investment Advisory first reported a position in TREE in Q3 2020 and has held it in 13 quarters since. The position peaked at $93.7K in Q3 2024. 179 funds tracked by Wall St. Rank hold TREE as of Q1 2026.

  • Steward Partners Investment Advisory held 31 shares of LendingTree worth $1.33K as of Q1 2026.
  • Steward Partners Investment Advisory left its LendingTree share count unchanged in Q1 2026.
  • LendingTree made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4145 holding.
  • Steward Partners Investment Advisory first reported a position in LendingTree in Q3 2020 and has held it in 13 quarters since.
  • Steward Partners Investment Advisory's LendingTree position peaked at $93.7K in Q3 2024.
  • 179 funds tracked by Wall St. Rank held LendingTree as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.