CAPTRUST Financial Advisors
LMND icon

CAPTRUST Financial Advisors’s Lemonade LMND Stock Holding History

CAPTRUST Financial Advisors’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 		$463K Buy
7,117
+1,882
+36% +$110K ﹤0.01% 2238
2026
Q1 		$328K Buy
+5,235
New +$362K ﹤0.01% 2326
2022
Q3 		– Sell
-1,909
Closed -$35K – 3173
2022
Q2 		$35K Buy
1,909
+913
+92% +$19.2K ﹤0.01% 3013
2022
Q1 		$26K Buy
996
+32
+3% +$906 ﹤0.01% 3234
2021
Q4 		$41K Sell
964
-980
-50% -$55.1K ﹤0.01% 2811
2021
Q3 		$130K Buy
1,944
+489
+34% +$39.4K ﹤0.01% 1865
2021
Q2 		$159K Sell
1,455
-27
-2% -$2.45K ﹤0.01% 1680
2021
Q1 		$138K Buy
1,482
+701
+90% +$90.5K ﹤0.01% 1743
2020
Q4 		$96K Buy
781
+536
+219% +$39.5K ﹤0.01% 1524
2020
Q3 		$13K Buy
+245
New +$15.4K ﹤0.01% 2177

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

CAPTRUST Financial Advisors's LMND Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Lemonade (LMND) stake by 36% in Q2 2026, buying an estimated $110K and bringing the position to 7,117 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #2238.

CAPTRUST Financial Advisors first reported a position in LMND in Q3 2020 and has held it in 10 quarters since. 336 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • CAPTRUST Financial Advisors held 7,117 shares of Lemonade worth $463K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 1,882 Lemonade shares in Q2 2026, an estimated $110K.
  • Lemonade made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2238 holding.
  • CAPTRUST Financial Advisors first reported a position in Lemonade in Q3 2020 and has held it in 10 quarters since.
  • 336 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.