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Timothy G. Youngquist 2020 Irrevocable Trust’s Lemonade LMND Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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
-31,050
Closed -$1.95M – 326
2026
Q1 		$1.95M Hold
31,050
– – 0.84% 37
2025
Q4 		$2.21M Buy
+31,050
New +$2.09M 1.62% 23

Other funds holding LMND

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PFM
Privium Fund Management Amsterdam, Netherlands $544M AUM 72.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's LMND Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Lemonade (LMND) in Q2 2026, closing a stake of 31,050 shares — an estimated $1.95M sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in LMND in Q4 2025 and held it in 2 quarters. The position peaked at $2.21M in Q4 2025. 144 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Lemonade position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 31,050 Lemonade shares in Q2 2026, an estimated $1.95M.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Lemonade in Q4 2025 and held it in 2 quarters.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Lemonade position peaked at $2.21M in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.