Steward Partners Investment Advisory
TREE icon

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
Q2 		$10.2K Buy
231
+200
+645% +$8.08K ﹤0.01% 3726
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 $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
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Steward Partners Investment Advisory's TREE Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its LendingTree (TREE) stake by 645% in Q2 2026, buying an estimated $8.08K and bringing the position to 231 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3726.

Steward Partners Investment Advisory first reported a position in TREE in Q3 2020 and has held it in 14 quarters since. The position peaked at $93.7K in Q3 2024. 189 funds tracked by Wall St. Rank hold TREE as of Q2 2026.

  • Steward Partners Investment Advisory held 231 shares of LendingTree worth $10.2K as of Q2 2026.
  • Steward Partners Investment Advisory bought 200 LendingTree shares in Q2 2026, an estimated $8.08K.
  • LendingTree made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3726 holding.
  • Steward Partners Investment Advisory first reported a position in LendingTree in Q3 2020 and has held it in 14 quarters since.
  • Steward Partners Investment Advisory's LendingTree position peaked at $93.7K in Q3 2024.
  • 189 funds tracked by Wall St. Rank held LendingTree as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.