Kestra Advisory Services’s Lemonade LMND Stock Holding History

Kestra Advisory Services’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	$416K	Sell	6,394 -488	-7%	-$28.5K	﹤0.01%	2477
2026 Q1	$431K	Buy	6,882 +1,881	+38%	+$130K	﹤0.01%	2336
2025 Q4	$356K	Buy	5,001 +116	+2%	+$7.79K	﹤0.01%	2395
2025 Q3	$261K	Buy	+4,885	New	+$238K	﹤0.01%	2556
2025 Q2	–	Sell	-1,780	Closed	-$55.9K	–	2918
2025 Q1	$55.9K	Buy	+1,780	New	+$61.3K	﹤0.01%	2641
2021 Q4	–	Sell	-4,333	Closed	-$290K	–	2113
2021 Q3	$290K	Buy	4,333 +65	+2%	+$5.24K	﹤0.01%	1697
2021 Q2	$467K	Sell	4,268 -126	-3%	-$11.4K	0.01%	1315
2021 Q1	$409K	Buy	4,394 +1,837	+72%	+$237K	0.01%	1284
2020 Q4	$332K	Buy	+2,557	New	+$189K	﹤0.01%	1422

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

Kestra Advisory Services's LMND Position: Q2 2026 in Review

Kestra Advisory Services reduced its Lemonade (LMND) stake by 7.1% in Q2 2026, selling an estimated $28.5K and leaving 6,394 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #2477.

Kestra Advisory Services first reported a position in LMND in Q4 2020 and has held it in 9 quarters since. The position peaked at $467K in Q2 2021. 336 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

Kestra Advisory Services held 6,394 shares of Lemonade worth $416K as of Q2 2026.
Kestra Advisory Services sold 488 Lemonade shares in Q2 2026, an estimated $28.5K.
Lemonade made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2477 holding.
Kestra Advisory Services first reported a position in Lemonade in Q4 2020 and has held it in 9 quarters since.
Kestra Advisory Services's Lemonade position peaked at $467K in Q2 2021.
336 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.