Osaic Holdings’s Limoneira LMNR Stock Holding History

Osaic Holdings’s Portfolio LMNR Stock Details LMNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.21K	Hold	625	–	–	﹤0.01%	6711
2026 Q1	$8.39K	Hold	625	–	–	﹤0.01%	6406
2025 Q4	$7.89K	Sell	625 -18	-3%	-$254	﹤0.01%	6464
2025 Q3	$9.63K	Buy	643 +18	+3%	+$278	﹤0.01%	6385
2025 Q2	$9.78K	Buy	+625	New	+$9.88K	﹤0.01%	6164
2025 Q1	–	Sell	-8	Closed	-$196	–	7601
2024 Q4	$196	Buy	+8	New	+$214	﹤0.01%	7167
2024 Q3	–	Sell	-14	Closed	-$291	–	7490
2024 Q2	$291	Buy	+14	New	+$282	﹤0.01%	7106
2024 Q1	–	Sell	-99	Closed	-$2.04K	–	7312
2023 Q4	$2.04K	Hold	99	–	–	﹤0.01%	6538
2023 Q3	$1.52K	Hold	99	–	–	﹤0.01%	6717
2023 Q2	$1.54K	Buy	+99	New	+$1.63K	﹤0.01%	6750
2023 Q1	–	Sell	-233	Closed	-$3K	–	7545
2022 Q4	$3K	Hold	233	–	–	﹤0.01%	6516
2022 Q3	$3K	Sell	233 -767	-77%	-$10K	﹤0.01%	6624
2022 Q2	$14K	Hold	1,000	–	–	﹤0.01%	5854
2022 Q1	$15K	Hold	1,000	–	–	﹤0.01%	5880
2021 Q4	$15K	Hold	1,000	–	–	﹤0.01%	5991
2021 Q3	$16K	Sell	1,000 -1,961	-66%	-$33K	﹤0.01%	5918
2021 Q2	$53K	Buy	2,961 +728	+33%	+$13.3K	﹤0.01%	5001
2021 Q1	$39K	Buy	2,233 +1,233	+123%	+$20.4K	﹤0.01%	5048
2020 Q4	$17K	Hold	1,000	–	–	﹤0.01%	5251
2020 Q3	$14K	Hold	1,000	–	–	﹤0.01%	5107
2020 Q2	$14K	Hold	1,000	–	–	﹤0.01%	5005
2020 Q1	$13K	Buy	+1,000	New	+$18K	﹤0.01%	4870

Other funds holding LMNR

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FWSM

First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PLC

Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return

Osaic Holdings's LMNR Position: Q2 2026 in Review

Osaic Holdings held its Limoneira (LMNR) position steady in Q2 2026 at 625 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #6711.

Osaic Holdings first reported a position in LMNR in Q1 2020 and has held it in 22 quarters since. The position peaked at $53K in Q2 2021. 111 funds tracked by Wall St. Rank hold LMNR as of Q2 2026.

Osaic Holdings held 625 shares of Limoneira worth $8.21K as of Q2 2026.
Osaic Holdings left its Limoneira share count unchanged in Q2 2026.
Limoneira made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6711 holding.
Osaic Holdings first reported a position in Limoneira in Q1 2020 and has held it in 22 quarters since.
Osaic Holdings's Limoneira position peaked at $53K in Q2 2021.
111 funds tracked by Wall St. Rank held Limoneira as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.