Swan Capital’s LendingTree TREE Stock Holding History

Swan Capital’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	$310	Hold	7	–	–	﹤0.01%	537
2026 Q1	$300	Hold	7	–	–	﹤0.01%	513
2025 Q4	$372	Hold	7	–	–	﹤0.01%	465
2025 Q3	$453	Hold	7	–	–	﹤0.01%	439
2025 Q2	$259	Hold	7	–	–	﹤0.01%	440
2025 Q1	$352	Hold	7	–	–	﹤0.01%	333
2024 Q4	$271	Hold	7	–	–	﹤0.01%	344
2024 Q3	$406	Hold	7	–	–	﹤0.01%	309
2024 Q2	$291	Buy	+7	New	+$295	﹤0.01%	269

Other funds holding TREE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Swan Capital's TREE Position: Q2 2026 in Review

Swan Capital held its LendingTree (TREE) position steady in Q2 2026 at 7 shares worth $310. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Swan Capital first reported a position in TREE in Q2 2024 and has held it in 9 quarters since. The position peaked at $453 in Q3 2025. 190 funds tracked by Wall St. Rank hold TREE as of Q2 2026.

Swan Capital held 7 shares of LendingTree worth $310 as of Q2 2026.
Swan Capital left its LendingTree share count unchanged in Q2 2026.
LendingTree made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #537 holding.
Swan Capital first reported a position in LendingTree in Q2 2024 and has held it in 9 quarters since.
Swan Capital's LendingTree position peaked at $453 in Q3 2025.
190 funds tracked by Wall St. Rank held LendingTree as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.