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Fiduciary Planning’s Lemonade LMND Stock Holding History

Fiduciary Planning’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 		$213K Sell
4,722
-700
-13% -$38.9K 0.05% 73
2026
Q2 		$353K Buy
5,422
+475
+10% +$27.8K 0.09% 55
2026
Q1 		$310K Buy
+4,947
New +$342K 0.09% 58

Other funds holding LMND

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
TAM
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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return

Fiduciary Planning's LMND Position: Q3 2026 in Review

Fiduciary Planning reduced its Lemonade (LMND) stake by 13% in Q3 2026, selling an estimated $38.9K and leaving 4,722 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #73.

Fiduciary Planning first reported a position in LMND in Q1 2026 and has held it in 3 quarters since. The position peaked at $353K in Q2 2026. 15 funds tracked by Wall St. Rank hold LMND as of Q3 2026.

  • Fiduciary Planning held 4,722 shares of Lemonade worth $213K as of Q3 2026.
  • Fiduciary Planning sold 700 Lemonade shares in Q3 2026, an estimated $38.9K.
  • Lemonade made up 0.05% of Fiduciary Planning's portfolio in Q3 2026, its #73 holding.
  • Fiduciary Planning first reported a position in Lemonade in Q1 2026 and has held it in 3 quarters since.
  • Fiduciary Planning's Lemonade position peaked at $353K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Lemonade as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.