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Ulland Investment Advisors’s Lemonade LMND Stock Holding History

Ulland Investment Advisors’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 		$5K Buy
+100
New +$5.56K ﹤0.01% 208

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

Ulland Investment Advisors's LMND Position: Q3 2026 in Review

Ulland Investment Advisors opened a new position in Lemonade (LMND) in Q3 2026: 100 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #208 among its holdings.

15 funds tracked by Wall St. Rank hold LMND as of Q3 2026.

  • Ulland Investment Advisors held 100 shares of Lemonade worth $5K as of Q3 2026.
  • Lemonade was a new Ulland Investment Advisors position in Q3 2026.
  • Lemonade made up ﹤0.01% of Ulland Investment Advisors's portfolio in Q3 2026, its #208 holding.
  • 15 funds tracked by Wall St. Rank held Lemonade as of Q3 2026.

Based on Ulland Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.