Creative Planning
LMND icon

Creative Planning’s Lemonade LMND Stock Holding History

Creative Planning’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
2021
Q2 		– Sell
-3,400
Closed -$100K – 2360
2021
Q1 		$100K Sell
3,400
-200
-6% -$25.8K ﹤0.01% 2247
2020
Q4 		$177K Buy
+3,600
New +$266K ﹤0.01% 1941

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

Creative Planning's LMND Position: Q2 2026 in Review

Creative Planning reduced its Lemonade (LMND) stake by 12% in Q2 2026, selling an estimated $178K and leaving 23,403 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #2313.

Creative Planning first reported a position in LMND in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.91M in Q4 2025. 338 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • Creative Planning held 23,403 shares of Lemonade worth $1.52M as of Q2 2026.
  • Creative Planning sold 3,050 Lemonade shares in Q2 2026, an estimated $178K.
  • Lemonade made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2313 holding.
  • Creative Planning first reported a position in Lemonade in Q4 2020 and has held it in 16 quarters since.
  • Creative Planning's Lemonade position peaked at $1.91M in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.