Johnson & White Wealth Management’s Lemonade LMND Stock Holding History

Johnson & White Wealth Management’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	$504K	Sell	7,745 -236	-3%	-$13.8K	0.19%	77
2026 Q1	$500K	Hold	7,981	–	–	0.21%	76
2025 Q4	$568K	Sell	7,981 -100	-1%	-$6.72K	0.25%	72
2025 Q3	$433K	Buy	8,081 +1,425	+21%	+$69.5K	0.2%	78
2025 Q2	$292K	Hold	6,656	–	–	0.15%	90
2025 Q1	$209K	Buy	6,656 +236	+4%	+$8.12K	0.12%	94
2024 Q4	$234K	Buy	+6,420	New	+$205K	0.14%	88
2023 Q1	–	Sell	-4,013	Closed	-$208K	–	104
2022 Q4	$208K	Buy	+4,013	New	+$79.3K	0.21%	75

Other funds holding LMND

Handelsbanken Fonder

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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

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return