Wealth Enhancement Advisory Services
LMND icon

Wealth Enhancement Advisory Services’s Lemonade LMND Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q4 		– Sell
-2,500
Closed -$11.3K – 3051
2024
Q3 		$11.3K Buy
+2,500
New +$45.9K ﹤0.01% 2716

Other funds holding LMND

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wealth Enhancement Advisory Services's LMND Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Lemonade (LMND) stake by 5.1% in Q2 2026, selling an estimated $40.6K and leaving 12,867 shares worth $907K. The position accounts for ﹤0.01% of the portfolio, ranked #2147.

Wealth Enhancement Advisory Services first reported a position in LMND in Q3 2024 and has held it in 7 quarters since. 337 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • Wealth Enhancement Advisory Services held 12,867 shares of Lemonade worth $907K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 695 Lemonade shares in Q2 2026, an estimated $40.6K.
  • Lemonade made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2147 holding.
  • Wealth Enhancement Advisory Services first reported a position in Lemonade in Q3 2024 and has held it in 7 quarters since.
  • 337 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.