MassMutual Private Wealth & Trust’s Lemonade LMND Stock Holding History

MassMutual Private Wealth & 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	$1.24K	Hold	19	–	–	﹤0.01%	2121
2026 Q1	$1.19K	Hold	19	–	–	﹤0.01%	2098
2025 Q4	$1.35K	Sell	19 -100	-84%	-$6.72K	﹤0.01%	2086
2025 Q3	$6.37K	Hold	119	–	–	﹤0.01%	1583
2025 Q2	$5.21K	Buy	119 +66	+125%	+$2.2K	﹤0.01%	1618
2025 Q1	$1.67K	Buy	53 +34	+179%	+$1.17K	﹤0.01%	1975
2024 Q4	$697	Hold	19	–	–	﹤0.01%	2099
2024 Q3	$313	Sell	19 -40	-68%	-$734	﹤0.01%	2042
2024 Q2	$974	Hold	59	–	–	﹤0.01%	1819
2024 Q1	$968	Buy	59 +40	+211%	+$672	﹤0.01%	1710
2023 Q4	$306	Buy	+19	New	+$286	﹤0.01%	1880
2023 Q2	–	Sell	-15	Closed	-$214	–	1972
2023 Q1	$214	Buy	+15	New	+$228	﹤0.01%	1764
2022 Q2	–	Sell	-81	Closed	-$2K	–	1624
2022 Q1	$2K	Hold	81	–	–	﹤0.01%	1169
2021 Q4	$3K	Hold	81	–	–	﹤0.01%	1006
2021 Q3	$5K	Hold	81	–	–	﹤0.01%	878
2021 Q2	$9K	Hold	81	–	–	﹤0.01%	695
2021 Q1	$8K	Buy	+81	New	+$10.5K	﹤0.01%	639

Other funds holding LMND

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return

AFS

Amtrust Financial Services New York $336M AUM 16.35% 1-Year Est. Return

UWM

Udine Wealth Management Boca Raton, Florida $243M AUM 41.13% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

IIM

Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MassMutual Private Wealth & Trust's LMND Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Lemonade (LMND) position steady in Q2 2026 at 19 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

MassMutual Private Wealth & Trust first reported a position in LMND in Q1 2021 and has held it in 17 quarters since. The position peaked at $9K in Q2 2021. 90 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

MassMutual Private Wealth & Trust held 19 shares of Lemonade worth $1.24K as of Q2 2026.
MassMutual Private Wealth & Trust left its Lemonade share count unchanged in Q2 2026.
Lemonade made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2121 holding.
MassMutual Private Wealth & Trust first reported a position in Lemonade in Q1 2021 and has held it in 17 quarters since.
MassMutual Private Wealth & Trust's Lemonade position peaked at $9K in Q2 2021.
90 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.