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ARS Wealth Advisors Group’s Lemonade LMND Stock Holding History

ARS Wealth Advisors Group’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 		$237K Hold
3,640
– – 0.02% 203
2026
Q1 		$228K Hold
3,640
– – 0.02% 188
2025
Q4 		$259K Buy
+3,640
New +$245K 0.02% 164

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

ARS Wealth Advisors Group's LMND Position: Q2 2026 in Review

ARS Wealth Advisors Group held its Lemonade (LMND) position steady in Q2 2026 at 3,640 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #203.

ARS Wealth Advisors Group first reported a position in LMND in Q4 2025 and has held it in 3 quarters since. The position peaked at $259K in Q4 2025. 336 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • ARS Wealth Advisors Group held 3,640 shares of Lemonade worth $237K as of Q2 2026.
  • ARS Wealth Advisors Group left its Lemonade share count unchanged in Q2 2026.
  • Lemonade made up 0.02% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #203 holding.
  • ARS Wealth Advisors Group first reported a position in Lemonade in Q4 2025 and has held it in 3 quarters since.
  • ARS Wealth Advisors Group's Lemonade position peaked at $259K in Q4 2025.
  • 336 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.