Fortis Group Advisors’s Lemonade LMND Stock Holding History

Fortis Group 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	–	Sell	-5,935	Closed	-$336K	–	633
2026 Q1	$336K	Sell	5,935 -6,181	-51%	-$428K	0.06%	219
2025 Q4	$1.05M	Sell	12,116 -7,339	-38%	-$493K	0.18%	139
2025 Q3	$1.17M	Sell	19,455 -1,375	-7%	-$67.1K	0.2%	109
2025 Q2	$785K	Buy	+20,830	New	+$694K	0.14%	131

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

Fortis Group Advisors's LMND Position: Q2 2026 in Review

Fortis Group Advisors sold out of Lemonade (LMND) in Q2 2026, closing a stake of 5,935 shares — an estimated $336K sold.

Fortis Group Advisors first reported a position in LMND in Q2 2025 and held it in 4 quarters. The position peaked at $1.17M in Q3 2025. 336 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

Fortis Group Advisors reported no remaining Lemonade position as of Q2 2026 after selling out during the quarter.
Fortis Group Advisors sold 5,935 Lemonade shares in Q2 2026, an estimated $336K.
Fortis Group Advisors first reported a position in Lemonade in Q2 2025 and held it in 4 quarters.
Fortis Group Advisors's Lemonade position peaked at $1.17M in Q3 2025.
336 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

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