EWA
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EverSource Wealth Advisors’s Lemonade LMND Stock Holding History

EverSource Wealth Advisors’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 		$10.6K Buy
163
+3
+2% +$175 ﹤0.01% 2878
2026
Q1 		$10K Buy
160
+24
+18% +$1.66K ﹤0.01% 2921
2025
Q4 		$9.68K Sell
136
-60
-31% -$4.03K ﹤0.01% 2815
2025
Q3 		$10.5K Sell
196
-16
-8% -$781 ﹤0.01% 2801
2025
Q2 		$9.29K Buy
212
+59
+39% +$1.97K ﹤0.01% 2858
2025
Q1 		$4.81K Buy
153
+105
+219% +$3.61K ﹤0.01% 2518
2024
Q4 		$1.76K Sell
48
-31
-39% -$990 ﹤0.01% 2762
2024
Q3 		$1.3K Sell
79
-10
-11% -$183 ﹤0.01% 2659
2024
Q2 		$1.6K Buy
89
+37
+71% +$617 ﹤0.01% 2618
2024
Q1 		$896 Sell
52
-32
-38% -$538 ﹤0.01% 2615
2023
Q4 		$1.35K Buy
84
+20
+31% +$301 ﹤0.01% 2299
2023
Q3 		$744 Sell
64
-14
-18% -$225 ﹤0.01% 2317
2023
Q2 		$1.31K Sell
78
-41
-34% -$641 ﹤0.01% 2135
2023
Q1 		$1.7K Sell
119
-88
-43% -$1.34K ﹤0.01% 1985
2022
Q4 		$2.83K Hold
207
– – ﹤0.01% 1806
2022
Q3 		$4K Sell
207
-45
-18% -$1.02K ﹤0.01% 1451
2022
Q2 		$5K Sell
252
-100
-28% -$2.11K ﹤0.01% 1269
2022
Q1 		$9K Sell
352
-250
-42% -$7.08K ﹤0.01% 1025
2021
Q4 		$26K Buy
+602
New +$33.8K 0.01% 585

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

EverSource Wealth Advisors's LMND Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Lemonade (LMND) stake by 1.9% in Q2 2026, buying an estimated $175 and bringing the position to 163 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2878.

EverSource Wealth Advisors first reported a position in LMND in Q4 2021 and has held it in 19 quarters since. The position peaked at $26K in Q4 2021. 336 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • EverSource Wealth Advisors held 163 shares of Lemonade worth $10.6K as of Q2 2026.
  • EverSource Wealth Advisors bought 3 Lemonade shares in Q2 2026, an estimated $175.
  • Lemonade made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2878 holding.
  • EverSource Wealth Advisors first reported a position in Lemonade in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Lemonade position peaked at $26K in Q4 2021.
  • 336 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.