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 Q3	–	Sell	-120	Closed	-$7.81K	–	1067
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Toth Financial Advisory's LMND Position: Q3 2026 in Review

Toth Financial Advisory sold out of Lemonade (LMND) in Q3 2026, closing a stake of 120 shares — an estimated $7.81K sold.

Toth Financial Advisory first reported a position in LMND in Q1 2021 and held it in 22 quarters. The position peaked at $762K in Q4 2025. 17 funds tracked by Wall St. Rank hold LMND as of Q3 2026.

Toth Financial Advisory reported no remaining Lemonade position as of Q3 2026 after selling out during the quarter.
Toth Financial Advisory sold 120 Lemonade shares in Q3 2026, an estimated $7.81K.
Toth Financial Advisory first reported a position in Lemonade in Q1 2021 and held it in 22 quarters.
Toth Financial Advisory's Lemonade position peaked at $762K in Q4 2025.
17 funds tracked by Wall St. Rank held Lemonade as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.