True Wealth Design’s LendingTree TREE Stock Holding History

True Wealth Design’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 Q3	$196	Sell	8 -121	-94%	-$4.06K	﹤0.01%	2352
2026 Q2	$5.71K	Buy	129 +68	+111%	+$2.75K	﹤0.01%	1281
2026 Q1	$2.62K	Buy	61 +55	+917%	+$2.63K	﹤0.01%	1432
2025 Q4	$319	Buy	+6	New	+$336	﹤0.01%	2099
2025 Q2	–	Sell	-103	Closed	-$5.18K	–	2824
2025 Q1	$5.18K	Buy	103 +83	+415%	+$3.7K	﹤0.01%	676
2024 Q4	$775	Sell	20 -54	-73%	-$2.59K	﹤0.01%	1005
2024 Q3	$4.29K	Buy	+74	New	+$3.82K	﹤0.01%	593

Other funds holding TREE

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

True Wealth Design's TREE Position: Q3 2026 in Review

True Wealth Design reduced its LendingTree (TREE) stake by 94% in Q3 2026, selling an estimated $4.06K and leaving 8 shares worth $196. The position accounts for ﹤0.01% of the portfolio, ranked #2352.

True Wealth Design first reported a position in TREE in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.71K in Q2 2026. 8 funds tracked by Wall St. Rank hold TREE as of Q3 2026.

True Wealth Design held 8 shares of LendingTree worth $196 as of Q3 2026.
True Wealth Design sold 121 LendingTree shares in Q3 2026, an estimated $4.06K.
LendingTree made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2352 holding.
True Wealth Design first reported a position in LendingTree in Q3 2024 and has held it in 7 quarters since.
True Wealth Design's LendingTree position peaked at $5.71K in Q2 2026.
8 funds tracked by Wall St. Rank held LendingTree as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.