Wolff Wiese Magana’s Lemonade LMND Stock Holding History

Wolff Wiese Magana’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	$407	Hold	9	–	–	﹤0.01%	991
2026 Q2	$586	Hold	9	–	–	﹤0.01%	956
2026 Q1	$565	Hold	9	–	–	﹤0.01%	913
2025 Q4	$641	Hold	9	–	–	﹤0.01%	869
2025 Q3	$482	Hold	9	–	–	﹤0.01%	902
2025 Q2	$395	Hold	9	–	–	﹤0.01%	920
2025 Q1	$283	Hold	9	–	–	﹤0.01%	953
2024 Q4	$331	Hold	9	–	–	﹤0.01%	911
2024 Q3	$149	Hold	9	–	–	﹤0.01%	958
2024 Q2	$149	Hold	9	–	–	﹤0.01%	758
2024 Q1	$148	Hold	9	–	–	﹤0.01%	688
2023 Q4	$146	Hold	9	–	–	﹤0.01%	688
2023 Q3	$105	Hold	9	–	–	﹤0.01%	770
2023 Q2	$152	Hold	9	–	–	﹤0.01%	770
2023 Q1	$129	Hold	9	–	–	﹤0.01%	741
2022 Q4	$123	Hold	9	–	–	﹤0.01%	744
2022 Q3	$0	Hold	9	–	–	﹤0.01%	911
2022 Q2	$0	Hold	9	–	–	﹤0.01%	915
2022 Q1	$0	Hold	9	–	–	﹤0.01%	833
2021 Q4	$0	Hold	9	–	–	﹤0.01%	830
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	770
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	790
2021 Q1	$1K	Buy	+9	New	+$1.16K	﹤0.01%	701

Other funds holding LMND

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Wolff Wiese Magana's LMND Position: Q3 2026 in Review

Wolff Wiese Magana held its Lemonade (LMND) position steady in Q3 2026 at 9 shares worth $407. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Wolff Wiese Magana first reported a position in LMND in Q1 2021 and has held it in 23 quarters since. The position peaked at $1K in Q3 2021. 18 funds tracked by Wall St. Rank hold LMND as of Q3 2026.

Wolff Wiese Magana held 9 shares of Lemonade worth $407 as of Q3 2026.
Wolff Wiese Magana left its Lemonade share count unchanged in Q3 2026.
Lemonade made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q3 2026, its #991 holding.
Wolff Wiese Magana first reported a position in Lemonade in Q1 2021 and has held it in 23 quarters since.
Wolff Wiese Magana's Lemonade position peaked at $1K in Q3 2021.
18 funds tracked by Wall St. Rank held Lemonade as of Q3 2026.

Based on Wolff Wiese Magana's 13F filing for Q3 2026, filed 15 Oct 2026.