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Action Point Financial Planning’s Lemonade LMND Stock Holding History

Action Point Financial Planning’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 		$3.84K Buy
+60
New +$3.51K ﹤0.01% 1936

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

Action Point Financial Planning's LMND Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Lemonade (LMND) in Q2 2026: 60 shares worth $3.84K. The stake represents ﹤0.01% of the portfolio and ranks #1936 among its holdings.

336 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • Action Point Financial Planning held 60 shares of Lemonade worth $3.84K as of Q2 2026.
  • Lemonade was a new Action Point Financial Planning position in Q2 2026.
  • Lemonade made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1936 holding.
  • 336 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.