AssetMark Inc’s Lemonade LMND Stock Holding History

AssetMark Inc’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	$651	Sell	10 -13	-57%	-$760	﹤0.01%	3240
2026 Q1	$1.44K	Buy	23 +13	+130%	+$900	﹤0.01%	2954
2025 Q4	$712	Hold	10	–	–	﹤0.01%	3026
2025 Q3	$535	Hold	10	–	–	﹤0.01%	2916
2025 Q2	$438	Buy	+10	New	+$333	﹤0.01%	2766
2023 Q4	–	Sell	-12	Closed	-$139	–	1950
2023 Q3	$139	Buy	+12	New	+$192	﹤0.01%	1666

Other funds holding LMND

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

AssetMark Inc's LMND Position: Q2 2026 in Review

AssetMark Inc reduced its Lemonade (LMND) stake by 57% in Q2 2026, selling an estimated $760 and leaving 10 shares worth $651. The position accounts for ﹤0.01% of the portfolio, ranked #3240.

AssetMark Inc first reported a position in LMND in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.44K in Q1 2026. 336 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

AssetMark Inc held 10 shares of Lemonade worth $651 as of Q2 2026.
AssetMark Inc sold 13 Lemonade shares in Q2 2026, an estimated $760.
Lemonade made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3240 holding.
AssetMark Inc first reported a position in Lemonade in Q3 2023 and has held it in 6 quarters since.
AssetMark Inc's Lemonade position peaked at $1.44K in Q1 2026.
336 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.