Toth Financial Advisory’s Lemonade LMND Stock Holding History

Toth Financial Advisory’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	$7.81K	Sell	120 -600	-83%	-$35.1K	﹤0.01%	608
2026 Q1	$45.1K	Sell	720 -9,980	-93%	-$691K	0.01%	374
2025 Q4	$762K	Hold	10,700	–	–	0.08%	148
2025 Q3	$573K	Buy	10,700 +10,600	+10,600%	+$517K	0.06%	160
2025 Q2	$4.38K	Hold	100	–	–	﹤0.01%	571
2025 Q1	$3.14K	Sell	100 -76	-43%	-$2.62K	﹤0.01%	557
2024 Q4	$6.46K	Hold	176	–	–	﹤0.01%	495
2024 Q3	$2.9K	Hold	176	–	–	﹤0.01%	557
2024 Q2	$2.9K	Hold	176	–	–	﹤0.01%	572
2024 Q1	$2.89K	Hold	176	–	–	﹤0.01%	572
2023 Q4	$2.84K	Hold	176	–	–	﹤0.01%	586
2023 Q3	$2.05K	Hold	176	–	–	﹤0.01%	631
2023 Q2	$2.97K	Hold	176	–	–	﹤0.01%	601
2023 Q1	$2.51K	Hold	176	–	–	﹤0.01%	623
2022 Q4	$2.41K	Hold	176	–	–	﹤0.01%	576
2022 Q3	$4K	Hold	176	–	–	﹤0.01%	577
2022 Q2	$3K	Hold	176	–	–	﹤0.01%	563
2022 Q1	$5K	Hold	176	–	–	﹤0.01%	541
2021 Q4	$7K	Hold	176	–	–	﹤0.01%	530
2021 Q3	$12K	Buy	176 +100	+132%	+$8.06K	﹤0.01%	460
2021 Q2	$8K	Sell	76 -90	-54%	-$8.17K	﹤0.01%	479
2021 Q1	$15K	Buy	+166	New	+$21.4K	﹤0.01%	426

Other funds holding LMND

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Toth Financial Advisory's LMND Position: Q2 2026 in Review

Toth Financial Advisory reduced its Lemonade (LMND) stake by 83% in Q2 2026, selling an estimated $35.1K and leaving 120 shares worth $7.81K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Toth Financial Advisory first reported a position in LMND in Q1 2021 and has held it in 22 quarters since. The position peaked at $762K in Q4 2025. 336 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

Toth Financial Advisory held 120 shares of Lemonade worth $7.81K as of Q2 2026.
Toth Financial Advisory sold 600 Lemonade shares in Q2 2026, an estimated $35.1K.
Lemonade made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #608 holding.
Toth Financial Advisory first reported a position in Lemonade in Q1 2021 and has held it in 22 quarters since.
Toth Financial Advisory's Lemonade position peaked at $762K in Q4 2025.
336 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.