Corient Private Wealth
LMND icon

Corient Private Wealth’s Lemonade LMND Stock Holding History

Corient Private Wealth’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 		$1.12M Buy
17,210
+12,335
+253% +$721K ﹤0.01% 1754
2026
Q1 		$306K Sell
4,875
-8,199
-63% -$567K ﹤0.01% 2313
2025
Q4 		$931K Buy
13,074
+7,193
+122% +$483K ﹤0.01% 1919
2025
Q3 		$315K Sell
5,881
-1,259
-18% -$61.4K ﹤0.01% 2088
2025
Q2 		$313K Buy
+7,140
New +$238K ﹤0.01% 1968
2025
Q1 		– Sell
-10,060
Closed -$369K – 2378
2024
Q4 		$369K Sell
10,060
-3,991
-28% -$127K ﹤0.01% 1785
2024
Q3 		$232K Buy
+14,051
New +$258K ﹤0.01% 2148

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

Corient Private Wealth's LMND Position: Q2 2026 in Review

Corient Private Wealth increased its Lemonade (LMND) stake by 253% in Q2 2026, buying an estimated $721K and bringing the position to 17,210 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Corient Private Wealth first reported a position in LMND in Q3 2024 and has held it in 7 quarters since. 336 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • Corient Private Wealth held 17,210 shares of Lemonade worth $1.12M as of Q2 2026.
  • Corient Private Wealth bought 12,335 Lemonade shares in Q2 2026, an estimated $721K.
  • Lemonade made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1754 holding.
  • Corient Private Wealth first reported a position in Lemonade in Q3 2024 and has held it in 7 quarters since.
  • 336 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

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