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Ascent Wealth Partners’s Lemonade LMND Stock Holding History

Ascent Wealth Partners’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 		$337K Buy
5,174
+399
+8% +$23.3K 0.03% 162
2026
Q1 		$299K Buy
4,775
+823
+21% +$57K 0.03% 158
2025
Q4 		$281K Buy
+3,952
New +$265K 0.03% 155

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 $3.38T AUM 44.17% 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

Ascent Wealth Partners's LMND Position: Q2 2026 in Review

Ascent Wealth Partners increased its Lemonade (LMND) stake by 8.4% in Q2 2026, buying an estimated $23.3K and bringing the position to 5,174 shares worth $337K. The position accounts for 0.03% of the portfolio, ranked #162.

Ascent Wealth Partners first reported a position in LMND in Q4 2025 and has held it in 3 quarters since. 338 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • Ascent Wealth Partners held 5,174 shares of Lemonade worth $337K as of Q2 2026.
  • Ascent Wealth Partners bought 399 Lemonade shares in Q2 2026, an estimated $23.3K.
  • Lemonade made up 0.03% of Ascent Wealth Partners's portfolio in Q2 2026, its #162 holding.
  • Ascent Wealth Partners first reported a position in Lemonade in Q4 2025 and has held it in 3 quarters since.
  • 338 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Ascent Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.