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Fermata Advisors’s Lemonade LMND Stock Holding History

Fermata 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 		$440K Buy
6,768
+65
+1% +$3.8K 0.09% 163
2026
Q1 		$420K Buy
6,703
+3
+0% +$208 0.09% 151
2025
Q4 		$477K Buy
6,700
+2,900
+76% +$195K 0.11% 136
2025
Q3 		$203K Buy
+3,800
New +$185K 0.05% 202

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

Fermata Advisors's LMND Position: Q2 2026 in Review

Fermata Advisors increased its Lemonade (LMND) stake by 0.97% in Q2 2026, buying an estimated $3.8K and bringing the position to 6,768 shares worth $440K. The position accounts for 0.09% of the portfolio, ranked #163.

Fermata Advisors first reported a position in LMND in Q3 2025 and has held it in 4 quarters since. The position peaked at $477K in Q4 2025. 338 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • Fermata Advisors held 6,768 shares of Lemonade worth $440K as of Q2 2026.
  • Fermata Advisors bought 65 Lemonade shares in Q2 2026, an estimated $3.8K.
  • Lemonade made up 0.09% of Fermata Advisors's portfolio in Q2 2026, its #163 holding.
  • Fermata Advisors first reported a position in Lemonade in Q3 2025 and has held it in 4 quarters since.
  • Fermata Advisors's Lemonade position peaked at $477K in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.