HWA
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HHM Wealth Advisors’s Lemonade LMND Stock Holding History

HHM 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 		$3.9K Hold
60
– – ﹤0.01% 757
2026
Q1 		$3.76K Hold
60
– – ﹤0.01% 751
2025
Q4 		$4.27K Buy
+60
New +$4.03K ﹤0.01% 721
2022
Q2 		– Sell
-15
Closed – – 818
2022
Q1 		$0 Hold
15
– – ﹤0.01% 729
2021
Q4 		$1K Hold
15
– – ﹤0.01% 652
2021
Q3 		$1K Sell
15
-66
-81% -$5.32K ﹤0.01% 612
2021
Q2 		$9K Buy
81
+61
+305% +$5.54K ﹤0.01% 481
2021
Q1 		$2K Buy
+20
New +$2.58K ﹤0.01% 538

Other funds holding LMND

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Watershed Private Wealth Oak Brook, Illinois $355M AUM 22.87% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

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

HHM Wealth Advisors held its Lemonade (LMND) position steady in Q2 2026 at 60 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

HHM Wealth Advisors first reported a position in LMND in Q1 2021 and has held it in 8 quarters since. The position peaked at $9K in Q2 2021. 26 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • HHM Wealth Advisors held 60 shares of Lemonade worth $3.9K as of Q2 2026.
  • HHM Wealth Advisors left its Lemonade share count unchanged in Q2 2026.
  • Lemonade made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #757 holding.
  • HHM Wealth Advisors first reported a position in Lemonade in Q1 2021 and has held it in 8 quarters since.
  • HHM Wealth Advisors's Lemonade position peaked at $9K in Q2 2021.
  • 26 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.