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Clearstead Advisors’s Limoneira LMNR Stock Holding History

Clearstead Advisors’s Portfolio LMNR Stock Details LMNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$54 Buy
+4
New +$52 ﹤0.01% 3470
2025
Q4 		– Sell
-12
Closed -$179 – 3040
2025
Q3 		$179 Buy
+12
New +$186 ﹤0.01% 2876

Other funds holding LMNR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $423M AUM 67.01% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Clearstead Advisors's LMNR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Limoneira (LMNR) in Q2 2026: 4 shares worth $54. The stake represents ﹤0.01% of the portfolio and ranks #3470 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in LMNR as recently as Q3 2025.

Clearstead Advisors first reported a position in LMNR in Q3 2025 and has held it in 2 quarters since. The position peaked at $179 in Q3 2025. 42 funds tracked by Wall St. Rank hold LMNR as of Q2 2026.

  • Clearstead Advisors held 4 shares of Limoneira worth $54 as of Q2 2026.
  • Limoneira was a new Clearstead Advisors position in Q2 2026.
  • Limoneira made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3470 holding.
  • Clearstead Advisors first reported a position in Limoneira in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Limoneira position peaked at $179 in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Limoneira as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.