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Global Wealth Strategies & Associates’s Lemonade LMND Stock Holding History

Global Wealth Strategies & Associates’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
-8
Closed -$501 – 284
2026
Q1 		$501 Hold
8
– – ﹤0.01% 487
2025
Q4 		$569 Hold
8
– – ﹤0.01% 490
2025
Q3 		$428 Hold
8
– – ﹤0.01% 449
2025
Q2 		$350 Hold
8
– – ﹤0.01% 348
2025
Q1 		$251 Buy
+8
New +$275 ﹤0.01% 447
2024
Q4 		– Sell
-43
Closed -$709 – 413
2024
Q3 		$709 Buy
+43
New +$789 ﹤0.01% 333

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

Global Wealth Strategies & Associates's LMND Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Lemonade (LMND) in Q2 2026, closing a stake of 8 shares — an estimated $501 sold.

Global Wealth Strategies & Associates first reported a position in LMND in Q3 2024 and held it in 6 quarters. The position peaked at $709 in Q3 2024. 336 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Lemonade position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 8 Lemonade shares in Q2 2026, an estimated $501.
  • Global Wealth Strategies & Associates first reported a position in Lemonade in Q3 2024 and held it in 6 quarters.
  • Global Wealth Strategies & Associates's Lemonade position peaked at $709 in Q3 2024.
  • 336 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.