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Dogwood Wealth Management’s Lemonade LMND Stock Holding History

Dogwood 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 		$8.39K Hold
129
– – ﹤0.01% 418
2026
Q1 		$8.09K Hold
129
– – ﹤0.01% 383
2025
Q4 		$9.18K Hold
129
– – ﹤0.01% 308
2025
Q3 		$6.91K Hold
129
– – ﹤0.01% 336
2025
Q2 		$5.38K Hold
129
– – ﹤0.01% 420
2025
Q1 		$4.05K Hold
129
– – ﹤0.01% 260
2024
Q4 		$4.73K Buy
+129
New +$4.12K ﹤0.01% 207

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

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

Dogwood Wealth Management held its Lemonade (LMND) position steady in Q2 2026 at 129 shares worth $8.39K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Dogwood Wealth Management first reported a position in LMND in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.18K in Q4 2025. 336 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • Dogwood Wealth Management held 129 shares of Lemonade worth $8.39K as of Q2 2026.
  • Dogwood Wealth Management left its Lemonade share count unchanged in Q2 2026.
  • Lemonade made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #418 holding.
  • Dogwood Wealth Management first reported a position in Lemonade in Q4 2024 and has held it in 7 quarters since.
  • Dogwood Wealth Management's Lemonade position peaked at $9.18K in Q4 2025.
  • 336 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.