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	-20,000	Closed	-$10.7K	–	1112
2025 Q3	$10.7K	Buy	+20,000	New	+$976K	﹤0.01%	1059

Other funds holding LMND

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.