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True Wealth Design’s Lemonade LMND Stock Holding History

True Wealth Design’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
-2
Closed -$131 – 2701
2026
Q2 		$131 Buy
+2
New +$117 ﹤0.01% 2511
2025
Q2 		– Sell
-3
Closed -$95 – 2717
2025
Q1 		$95 Buy
+3
New +$103 ﹤0.01% 2209
2024
Q4 		– Sell
-4
Closed -$66 – 1450
2024
Q3 		$66 Buy
+4
New +$73 ﹤0.01% 1247

Other funds holding LMND

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FA
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
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
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

True Wealth Design's LMND Position: Q3 2026 in Review

True Wealth Design sold out of Lemonade (LMND) in Q3 2026, closing a stake of 2 shares — an estimated $131 sold.

True Wealth Design first reported a position in LMND in Q3 2024 and held it in 3 quarters. The position peaked at $131 in Q2 2026. 16 funds tracked by Wall St. Rank hold LMND as of Q3 2026.

  • True Wealth Design reported no remaining Lemonade position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 2 Lemonade shares in Q3 2026, an estimated $131.
  • True Wealth Design first reported a position in Lemonade in Q3 2024 and held it in 3 quarters.
  • True Wealth Design's Lemonade position peaked at $131 in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Lemonade as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.