HWA
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Heritage Wealth Advisors’s Lemonade LMND Stock Holding History

Heritage 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
2026
Q2 		$17.8K Hold
274
– – ﹤0.01% 457
2026
Q1 		$17.2K Hold
274
– – ﹤0.01% 457
2025
Q4 		$19.5K Hold
274
– – ﹤0.01% 403
2025
Q3 		$14.7K Hold
274
– – ﹤0.01% 405
2025
Q2 		$12K Hold
274
– – ﹤0.01% 413
2025
Q1 		$8.61K Hold
274
– – ﹤0.01% 427
2024
Q4 		$10.1K Hold
274
– – ﹤0.01% 441
2024
Q3 		$4.52K Hold
274
– – ﹤0.01% 493
2024
Q2 		$4.52K Hold
274
– – ﹤0.01% 454
2024
Q1 		$4.5K Hold
274
– – ﹤0.01% 476
2023
Q4 		$4.42K Hold
274
– – ﹤0.01% 483
2023
Q3 		$3.18K Hold
274
– – ﹤0.01% 450
2023
Q2 		$4.62K Hold
274
– – ﹤0.01% 471
2023
Q1 		$3.91K Hold
274
– – ﹤0.01% 484
2022
Q4 		$3.75K Hold
274
– – ﹤0.01% 486
2022
Q3 		$5.8K Sell
274
-5
-2% -$114 ﹤0.01% 445
2022
Q2 		$5K Buy
279
+190
+213% +$4K ﹤0.01% 491
2022
Q1 		$2K Hold
89
– – ﹤0.01% 502
2021
Q4 		$4K Buy
89
+16
+22% +$899 ﹤0.01% 494
2021
Q3 		$4.89K Hold
73
– – ﹤0.01% 475
2021
Q2 		$7.99K Hold
73
– – ﹤0.01% 458
2021
Q1 		$6.8K Buy
73
+2
+3% +$258 ﹤0.01% 480
2020
Q4 		$9K Buy
71
+23
+48% +$1.7K ﹤0.01% 461
2020
Q3 		$2.39K Buy
+48
New +$3.01K ﹤0.01% 447

Other funds holding LMND

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Heritage Wealth Advisors's LMND Position: Q2 2026 in Review

Heritage Wealth Advisors held its Lemonade (LMND) position steady in Q2 2026 at 274 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Heritage Wealth Advisors first reported a position in LMND in Q3 2020 and has held it in 24 quarters since. The position peaked at $19.5K in Q4 2025. 336 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • Heritage Wealth Advisors held 274 shares of Lemonade worth $17.8K as of Q2 2026.
  • Heritage Wealth Advisors left its Lemonade share count unchanged in Q2 2026.
  • Lemonade made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #457 holding.
  • Heritage Wealth Advisors first reported a position in Lemonade in Q3 2020 and has held it in 24 quarters since.
  • Heritage Wealth Advisors's Lemonade position peaked at $19.5K in Q4 2025.
  • 336 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.