Fiduciary Planning’s Lemonade LMND Stock Holding History

Fiduciary 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
2026 Q2	$353K	Buy	5,422 +475	+10%	+$27.8K	0.09%	55
2026 Q1	$310K	Buy	+4,947	New	+$342K	0.09%	58

Other funds holding LMND

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fiduciary Planning's LMND Position: Q2 2026 in Review

Fiduciary Planning increased its Lemonade (LMND) stake by 9.6% in Q2 2026, buying an estimated $27.8K and bringing the position to 5,422 shares worth $353K. The position accounts for 0.09% of the portfolio, ranked #55.

Fiduciary Planning first reported a position in LMND in Q1 2026 and has held it in 2 quarters since. 336 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

Fiduciary Planning held 5,422 shares of Lemonade worth $353K as of Q2 2026.
Fiduciary Planning bought 475 Lemonade shares in Q2 2026, an estimated $27.8K.
Lemonade made up 0.09% of Fiduciary Planning's portfolio in Q2 2026, its #55 holding.
Fiduciary Planning first reported a position in Lemonade in Q1 2026 and has held it in 2 quarters since.
336 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.