IWC
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Integrated Wealth Concepts’s Lemonade LMND Stock Holding History

Integrated Wealth Concepts’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 		$128K Buy
+1,960
New +$115K ﹤0.01% 2631

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

Integrated Wealth Concepts's LMND Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Lemonade (LMND) in Q2 2026: 1,960 shares worth $128K. The stake represents ﹤0.01% of the portfolio and ranks #2631 among its holdings.

336 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • Integrated Wealth Concepts held 1,960 shares of Lemonade worth $128K as of Q2 2026.
  • Lemonade was a new Integrated Wealth Concepts position in Q2 2026.
  • Lemonade made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2631 holding.
  • 336 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.