Fermata Advisors
LMND icon

Fermata Advisors’s Lemonade LMND Stock Holding History

Fermata 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
Q3 		$325K Buy
7,200
+432
+6% +$24K 0.06% 197
2026
Q2 		$440K Buy
6,768
+65
+1% +$3.8K 0.09% 163
2026
Q1 		$420K Buy
6,703
+3
+0% +$208 0.09% 151
2025
Q4 		$477K Buy
6,700
+2,900
+76% +$195K 0.11% 136
2025
Q3 		$203K Buy
+3,800
New +$185K 0.05% 202

Other funds holding LMND

Amtrust Financial Services
Amtrust Financial Services New York $342M AUM 10.68% 1-Year Est. Return
Rare Wolf Capital
Rare Wolf Capital Bellevue, Washington $169M AUM 24.68% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Parisi Gray Wealth Management
Parisi Gray Wealth Management Mendham, New Jersey $504M AUM 26.36% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Fermata Advisors's LMND Position: Q3 2026 in Review

Fermata Advisors increased its Lemonade (LMND) stake by 6.4% in Q3 2026, buying an estimated $24K and bringing the position to 7,200 shares worth $325K. The position accounts for 0.06% of the portfolio, ranked #197.

Fermata Advisors first reported a position in LMND in Q3 2025 and has held it in 5 quarters since. The position peaked at $477K in Q4 2025. 34 funds tracked by Wall St. Rank hold LMND as of Q3 2026.

  • Fermata Advisors held 7,200 shares of Lemonade worth $325K as of Q3 2026.
  • Fermata Advisors bought 432 Lemonade shares in Q3 2026, an estimated $24K.
  • Lemonade made up 0.06% of Fermata Advisors's portfolio in Q3 2026, its #197 holding.
  • Fermata Advisors first reported a position in Lemonade in Q3 2025 and has held it in 5 quarters since.
  • Fermata Advisors's Lemonade position peaked at $477K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Lemonade as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.