Envestnet Asset Management’s Limoneira LMNR Stock Holding History

Envestnet Asset Management’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	$612K	Buy	46,584 +12,538	+37%	+$162K	﹤0.01%	3937
2026 Q1	$457K	Buy	+34,046	New	+$473K	﹤0.01%	3997
2025 Q4	–	Sell	-10,151	Closed	-$151K	–	4581
2025 Q3	$151K	Buy	+10,151	New	+$157K	﹤0.01%	4374
2025 Q2	–	Sell	-42,256	Closed	-$749K	–	4512
2025 Q1	$749K	Buy	42,256 +13,243	+46%	+$288K	﹤0.01%	3379
2024 Q4	$710K	Buy	29,013 +6,513	+29%	+$174K	﹤0.01%	3376
2024 Q3	$596K	Buy	22,500 +4,471	+25%	+$103K	﹤0.01%	3446
2024 Q2	$375K	Buy	+18,029	New	+$363K	﹤0.01%	3604

Other funds holding LMNR

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FWSM

First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return

Envestnet Asset Management's LMNR Position: Q2 2026 in Review

Envestnet Asset Management increased its Limoneira (LMNR) stake by 37% in Q2 2026, buying an estimated $162K and bringing the position to 46,584 shares worth $612K. The position accounts for ﹤0.01% of the portfolio, ranked #3937.

Envestnet Asset Management first reported a position in LMNR in Q2 2024 and has held it in 7 quarters since. The position peaked at $749K in Q1 2025. 111 funds tracked by Wall St. Rank hold LMNR as of Q2 2026.

Envestnet Asset Management held 46,584 shares of Limoneira worth $612K as of Q2 2026.
Envestnet Asset Management bought 12,538 Limoneira shares in Q2 2026, an estimated $162K.
Limoneira made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3937 holding.
Envestnet Asset Management first reported a position in Limoneira in Q2 2024 and has held it in 7 quarters since.
Envestnet Asset Management's Limoneira position peaked at $749K in Q1 2025.
111 funds tracked by Wall St. Rank held Limoneira as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.