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Copia Wealth Management’s Lemonade LMND Stock Holding History

Copia 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 		$1.63K Hold
25
– – ﹤0.01% 485
2026
Q1 		$1.57K Hold
25
– – ﹤0.01% 449
2025
Q4 		$1.78K Buy
+25
New +$1.68K ﹤0.01% 444

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

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

Copia Wealth Management held its Lemonade (LMND) position steady in Q2 2026 at 25 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Copia Wealth Management first reported a position in LMND in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.78K in Q4 2025. 336 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • Copia Wealth Management held 25 shares of Lemonade worth $1.63K as of Q2 2026.
  • Copia Wealth Management left its Lemonade share count unchanged in Q2 2026.
  • Lemonade made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #485 holding.
  • Copia Wealth Management first reported a position in Lemonade in Q4 2025 and has held it in 3 quarters since.
  • Copia Wealth Management's Lemonade position peaked at $1.78K in Q4 2025.
  • 336 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.