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Circle Wealth Management’s Lemonade LMND Stock Holding History

Circle Wealth Management’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 		$1.39M Buy
21,317
+2,890
+16% +$169K 0.02% 124
2026
Q1 		$1.16M Buy
18,427
+2,602
+16% +$180K 0.02% 117
2025
Q4 		$1.13M Buy
15,825
+3,392
+27% +$228K 0.02% 124
2025
Q3 		$666K Buy
12,433
+3,764
+43% +$184K 0.01% 154
2025
Q2 		$380K Sell
8,669
-213
-2% -$7.1K 0.01% 183
2025
Q1 		$279K Buy
8,882
+2,920
+49% +$100K 0.01% 197
2024
Q4 		$219K Buy
+5,962
New +$190K ﹤0.01% 209

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

Circle Wealth Management's LMND Position: Q2 2026 in Review

Circle Wealth Management increased its Lemonade (LMND) stake by 16% in Q2 2026, buying an estimated $169K and bringing the position to 21,317 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #124.

Circle Wealth Management first reported a position in LMND in Q4 2024 and has held it in 7 quarters since. 336 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • Circle Wealth Management held 21,317 shares of Lemonade worth $1.39M as of Q2 2026.
  • Circle Wealth Management bought 2,890 Lemonade shares in Q2 2026, an estimated $169K.
  • Lemonade made up 0.02% of Circle Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Circle Wealth Management first reported a position in Lemonade in Q4 2024 and has held it in 7 quarters since.
  • 336 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.