Leo Wealth LLC’s Lemonade LMND Stock Holding History

Leo Wealth LLC’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 Q1	$2.14M	Sell	34,174 -358	-1%	-$24.8K	0.16%	116
2025 Q4	$2.7M	Buy	+34,532	New	+$2.32M	0.2%	92

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 Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Jane Street New York $1.21T AUM 78.12% 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

Leo Wealth LLC's LMND Position: Q1 2026 in Review

Leo Wealth LLC reduced its Lemonade (LMND) stake by 1% in Q1 2026, selling an estimated $24.8K and leaving 34,174 shares worth $2.14M. The position accounts for 0.16% of the portfolio, ranked #116.

Leo Wealth LLC first reported a position in LMND in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.7M in Q4 2025. 346 funds tracked by Wall St. Rank hold LMND as of Q1 2026.

Leo Wealth LLC held 34,174 shares of Lemonade worth $2.14M as of Q1 2026.
Leo Wealth LLC sold 358 Lemonade shares in Q1 2026, an estimated $24.8K.
Lemonade made up 0.16% of Leo Wealth LLC's portfolio in Q1 2026, its #116 holding.
Leo Wealth LLC first reported a position in Lemonade in Q4 2025 and has held it in 2 quarters since.
Leo Wealth LLC's Lemonade position peaked at $2.7M in Q4 2025.
346 funds tracked by Wall St. Rank held Lemonade as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.