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

PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
UWM
Udine Wealth Management Boca Raton, Florida $243M AUM 41.13% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
RWC
Rare Wolf Capital Bellevue, Washington $156M AUM
WPW
Watershed Private Wealth Oak Brook, Illinois $355M AUM 22.87% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 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. 56 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.
  • 56 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.