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B. Riley Wealth Advisors’s Lemonade LMND Stock Holding History

B. Riley 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
2025
Q4 		– Sell
-643
Closed -$34.4K – 1113
2025
Q3 		$34.4K Buy
+643
New +$31.4K ﹤0.01% 1021
2021
Q3 		– Sell
-13,260
Closed -$1.45M – 1437
2021
Q2 		$1.45M Sell
13,260
-1,622
-11% -$147K 0.05% 412
2021
Q1 		$1.39M Sell
14,882
-10,802
-42% -$1.4M 0.05% 399
2020
Q4 		$3.15M Buy
+25,684
New +$1.89M 0.17% 137

Other funds holding LMND

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

B. Riley Wealth Advisors's LMND Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of Lemonade (LMND) in Q4 2025, closing a stake of 643 shares — an estimated $34.4K sold.

B. Riley Wealth Advisors first reported a position in LMND in Q4 2020 and held it in 4 quarters. The position peaked at $3.15M in Q4 2020. 350 funds tracked by Wall St. Rank hold LMND as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining Lemonade position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 643 Lemonade shares in Q4 2025, an estimated $34.4K.
  • B. Riley Wealth Advisors first reported a position in Lemonade in Q4 2020 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Lemonade position peaked at $3.15M in Q4 2020.
  • 350 funds tracked by Wall St. Rank held Lemonade as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.