Arete Wealth Advisors’s Lemonade LMND Stock Holding History

Arete Wealth Advisors’s Portfolio LMND Stock Details LMND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-20,761	Closed	-$1.48M	–	360
2025 Q4	$1.48M	Buy	+20,761	New	+$1.39M	0.1%	197

Other funds holding LMND

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Arete Wealth Advisors's LMND Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Lemonade (LMND) in Q1 2026, closing a stake of 20,761 shares — an estimated $1.48M sold.

Arete Wealth Advisors first reported a position in LMND in Q4 2025 and held it in 1 quarter. The position peaked at $1.48M in Q4 2025. 346 funds tracked by Wall St. Rank hold LMND as of Q1 2026.

Arete Wealth Advisors reported no remaining Lemonade position as of Q1 2026 after selling out during the quarter.
Arete Wealth Advisors sold 20,761 Lemonade shares in Q1 2026, an estimated $1.48M.
Arete Wealth Advisors first reported a position in Lemonade in Q4 2025 and held it in 1 quarter.
Arete Wealth Advisors's Lemonade position peaked at $1.48M in Q4 2025.
346 funds tracked by Wall St. Rank held Lemonade as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.