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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Creative Planning's LMND Position: Q1 2026 in Review

Creative Planning reduced its Lemonade (LMND) stake by 1.3% in Q1 2026, selling an estimated $23.7K and leaving 26,453 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2055.

Creative Planning first reported a position in LMND in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.91M in Q4 2025. 345 funds tracked by Wall St. Rank hold LMND as of Q1 2026.

  • Creative Planning held 26,453 shares of Lemonade worth $1.66M as of Q1 2026.
  • Creative Planning sold 342 Lemonade shares in Q1 2026, an estimated $23.7K.
  • Lemonade made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2055 holding.
  • Creative Planning first reported a position in Lemonade in Q4 2020 and has held it in 15 quarters since.
  • Creative Planning's Lemonade position peaked at $1.91M in Q4 2025.
  • 345 funds tracked by Wall St. Rank held Lemonade as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.