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Clearstead Advisors’s Lemonade LMND Stock Holding History

Clearstead 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 		$17K Buy
261
+10
+4% +$585 ﹤0.01% 1839
2026
Q1 		$15.7K Hold
251
– – ﹤0.01% 1497
2025
Q4 		$17.9K Hold
251
– – ﹤0.01% 1749
2025
Q3 		$13.4K Hold
251
– – ﹤0.01% 1818
2025
Q2 		$11K Hold
251
– – ﹤0.01% 1858
2025
Q1 		$7.89K Sell
251
-53
-17% -$1.82K ﹤0.01% 1672
2024
Q4 		$11.2K Buy
304
+53
+21% +$1.69K ﹤0.01% 1545
2024
Q3 		$4.14K Hold
251
– – ﹤0.01% 1741
2024
Q2 		$4.14K Hold
251
– – ﹤0.01% 1713
2024
Q1 		$4.68K Buy
251
+6
+2% +$101 ﹤0.01% 1189
2023
Q4 		$3.95K Sell
245
-245
-50% -$3.69K ﹤0.01% 1193
2023
Q3 		$5.69K Buy
490
+245
+100% +$3.93K ﹤0.01% 1214
2023
Q2 		$4.13K Hold
245
– – ﹤0.01% 1068
2023
Q1 		$3.49K Hold
245
– – ﹤0.01% 1062
2022
Q4 		$3.35K Hold
245
– – ﹤0.01% 1027
2022
Q3 		$5K Hold
245
– – ﹤0.01% 976
2022
Q2 		$4K Buy
245
+195
+390% +$4.11K ﹤0.01% 1031
2022
Q1 		$1K Hold
50
– – ﹤0.01% 1301
2021
Q4 		$2K Buy
50
+35
+233% +$1.97K ﹤0.01% 1115
2021
Q3 		$1K Hold
15
– – ﹤0.01% 1219
2021
Q2 		$2K Sell
15
-308
-95% -$28K ﹤0.01% 1055
2021
Q1 		$30K Buy
323
+308
+2,053% +$39.8K ﹤0.01% 610
2020
Q4 		$2K Buy
+15
New +$1.11K ﹤0.01% 890

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

Clearstead Advisors's LMND Position: Q2 2026 in Review

Clearstead Advisors increased its Lemonade (LMND) stake by 4% in Q2 2026, buying an estimated $585 and bringing the position to 261 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

Clearstead Advisors first reported a position in LMND in Q4 2020 and has held it in 23 quarters since. The position peaked at $30K in Q1 2021. 336 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • Clearstead Advisors held 261 shares of Lemonade worth $17K as of Q2 2026.
  • Clearstead Advisors bought 10 Lemonade shares in Q2 2026, an estimated $585.
  • Lemonade made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1839 holding.
  • Clearstead Advisors first reported a position in Lemonade in Q4 2020 and has held it in 23 quarters since.
  • Clearstead Advisors's Lemonade position peaked at $30K in Q1 2021.
  • 336 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.