Wealth Preservation Advisors’s Lemonade LMND Stock Holding History

Wealth Preservation 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 Q2	–	Sell	-12	Closed	-$752	–	551
2026 Q1	$752	Buy	+12	New	+$830	﹤0.01%	725

Other funds holding LMND

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wealth Preservation Advisors's LMND Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Lemonade (LMND) in Q2 2026, closing a stake of 12 shares — an estimated $752 sold.

Wealth Preservation Advisors first reported a position in LMND in Q1 2026 and held it in 1 quarter. The position peaked at $752 in Q1 2026. 336 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

Wealth Preservation Advisors reported no remaining Lemonade position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 12 Lemonade shares in Q2 2026, an estimated $752.
Wealth Preservation Advisors first reported a position in Lemonade in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's Lemonade position peaked at $752 in Q1 2026.
336 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.