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Allworth Financial’s Lemonade LMND Stock Holding History

Allworth Financial’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 		$18.8K Sell
289
-444
-61% -$26K ﹤0.01% 3252
2026
Q1 		$45.9K Buy
733
+411
+128% +$28.4K ﹤0.01% 2387
2025
Q4 		$22.9K Sell
322
-100
-24% -$6.72K ﹤0.01% 2724
2025
Q3 		$22.6K Buy
422
+16
+4% +$781 ﹤0.01% 2630
2025
Q2 		$17.8K Buy
406
+355
+696% +$11.8K ﹤0.01% 2600
2025
Q1 		$1.5K Buy
51
+2
+4% +$69 ﹤0.01% 3320
2024
Q4 		$1.55K Buy
49
+13
+36% +$415 ﹤0.01% 3243
2024
Q3 		$590 Sell
36
-67
-65% -$1.23K ﹤0.01% 3378
2024
Q2 		$2.27K Buy
103
+16
+18% +$267 ﹤0.01% 2868
2024
Q1 		$1.43K Buy
87
+10
+13% +$168 ﹤0.01% 2952
2023
Q4 		$1.24K Buy
+77
New +$1.16K ﹤0.01% 2881
2023
Q3 		– Sell
-17
Closed -$287 – 3495
2023
Q2 		$287 Sell
17
-40
-70% -$626 ﹤0.01% 3029
2023
Q1 		$813 Hold
57
– – ﹤0.01% 2746
2022
Q4 		$780 Buy
57
+10
+21% +$198 ﹤0.01% 2542
2022
Q3 		$1K Hold
47
– – ﹤0.01% 2427
2022
Q2 		$1K Sell
47
-18
-28% -$379 ﹤0.01% 2189
2022
Q1 		$2K Buy
65
+21
+48% +$595 ﹤0.01% 1802
2021
Q4 		$2K Buy
44
+40
+1,000% +$2.25K ﹤0.01% 1729
2021
Q3 		$0 Buy
+4
New +$322 ﹤0.01% 1934
2021
Q2 		– Sell
-80
Closed -$7K – 1620
2021
Q1 		$7K Buy
+80
New +$10.3K ﹤0.01% 1061

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

Allworth Financial's LMND Position: Q2 2026 in Review

Allworth Financial reduced its Lemonade (LMND) stake by 61% in Q2 2026, selling an estimated $26K and leaving 289 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3252.

Allworth Financial first reported a position in LMND in Q1 2021 and has held it in 20 quarters since. The position peaked at $45.9K in Q1 2026. 336 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • Allworth Financial held 289 shares of Lemonade worth $18.8K as of Q2 2026.
  • Allworth Financial sold 444 Lemonade shares in Q2 2026, an estimated $26K.
  • Lemonade made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3252 holding.
  • Allworth Financial first reported a position in Lemonade in Q1 2021 and has held it in 20 quarters since.
  • Allworth Financial's Lemonade position peaked at $45.9K in Q1 2026.
  • 336 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.