Capital Advisors Ltd’s Lemonade LMND Stock Holding History

Capital Advisors Ltd’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	$22K	Hold	342	–	–	﹤0.01%	671
2026 Q1	$21K	Hold	342	–	–	﹤0.01%	661
2025 Q4	$24K	Hold	342	–	–	﹤0.01%	620
2025 Q3	$18K	Hold	342	–	–	﹤0.01%	671
2025 Q2	$15K	Hold	342	–	–	﹤0.01%	692
2025 Q1	$11K	Hold	342	–	–	﹤0.01%	751
2024 Q4	$13K	Hold	342	–	–	﹤0.01%	724
2024 Q3	$6K	Hold	342	–	–	﹤0.01%	888
2024 Q2	$6K	Hold	342	–	–	﹤0.01%	880
2024 Q1	$6K	Hold	342	–	–	﹤0.01%	841
2023 Q4	$6K	Hold	342	–	–	﹤0.01%	798
2023 Q3	$4K	Hold	342	–	–	﹤0.01%	884
2023 Q2	$6K	Buy	+342	New	+$5.35K	﹤0.01%	795
2022 Q4	–	Sell	-24	Closed	-$1K	–	1452
2022 Q3	$1K	Sell	24 -18	-43%	-$409	﹤0.01%	1057
2022 Q2	$1K	Buy	+42	New	+$885	﹤0.01%	824

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

Capital Advisors Ltd's LMND Position: Q2 2026 in Review

Capital Advisors Ltd held its Lemonade (LMND) position steady in Q2 2026 at 342 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Capital Advisors Ltd first reported a position in LMND in Q2 2022 and has held it in 15 quarters since. The position peaked at $24K in Q4 2025. 336 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

Capital Advisors Ltd held 342 shares of Lemonade worth $22K as of Q2 2026.
Capital Advisors Ltd left its Lemonade share count unchanged in Q2 2026.
Lemonade made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #671 holding.
Capital Advisors Ltd first reported a position in Lemonade in Q2 2022 and has held it in 15 quarters since.
Capital Advisors Ltd's Lemonade position peaked at $24K in Q4 2025.
336 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.