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Twin Peaks Wealth Advisors’s LendingTree TREE Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-25
Closed -$1.07K – 2028
2026
Q1 		$1.07K Buy
+25
New +$1.2K ﹤0.01% 1883

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

Twin Peaks Wealth Advisors's TREE Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of LendingTree (TREE) in Q2 2026, closing a stake of 25 shares — an estimated $1.07K sold.

Twin Peaks Wealth Advisors first reported a position in TREE in Q1 2026 and held it in 1 quarter. The position peaked at $1.07K in Q1 2026. 189 funds tracked by Wall St. Rank hold TREE as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining LendingTree position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 25 LendingTree shares in Q2 2026, an estimated $1.07K.
  • Twin Peaks Wealth Advisors first reported a position in LendingTree in Q1 2026 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's LendingTree position peaked at $1.07K in Q1 2026.
  • 189 funds tracked by Wall St. Rank held LendingTree as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.