Morgan Stanley
LMND icon

Morgan Stanley’s Lemonade LMND Stock Holding History

Morgan Stanley’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 		$78.9M Buy
1,212,762
+48,124
+4% +$2.81M ﹤0.01% 1777
2026
Q1 		$73M Sell
1,164,638
-216,935
-16% -$15M ﹤0.01% 1734
2025
Q4 		$98.3M Buy
1,381,573
+70,320
+5% +$4.72M 0.01% 1463
2025
Q3 		$70.2M Sell
1,311,253
-503,641
-28% -$24.6M ﹤0.01% 1716
2025
Q2 		$79.5M Buy
1,814,894
+1,012,619
+126% +$33.7M 0.01% 1514
2025
Q1 		$25.2M Sell
802,275
-2,930
-0.4% -$101K ﹤0.01% 2454
2024
Q4 		$29.5M Buy
805,205
+231,635
+40% +$7.4M ﹤0.01% 2353
2024
Q3 		$9.46M Buy
573,570
+22,132
+4% +$406K ﹤0.01% 3469
2024
Q2 		$9.1M Sell
551,438
-627,053
-53% -$10.5M ﹤0.01% 3395
2024
Q1 		$19.3M Buy
1,178,491
+51,219
+5% +$861K ﹤0.01% 2737
2023
Q4 		$18.2M Buy
1,127,272
+474,559
+73% +$7.15M ﹤0.01% 3429
2023
Q3 		$7.58M Sell
652,713
-60,793
-9% -$975K ﹤0.01% 3370
2023
Q2 		$12M Buy
713,506
+28,135
+4% +$440K ﹤0.01% 2994
2023
Q1 		$9.77M Buy
685,371
+197,166
+40% +$3M ﹤0.01% 3162
2022
Q4 		$6.68M Sell
488,205
-380,513
-44% -$7.52M ﹤0.01% 3481
2022
Q3 		$18.4M Sell
868,718
-377,380
-30% -$8.58M ﹤0.01% 2278
2022
Q2 		$22.8M Sell
1,246,098
-154,460
-11% -$3.25M ﹤0.01% 2148
2022
Q1 		$36.9M Buy
1,400,558
+515,213
+58% +$14.6M 0.01% 1522
2021
Q4 		$37.3M Buy
885,345
+20,489
+2% +$1.15M ﹤0.01% 1565
2021
Q3 		$58M Buy
864,856
+520,747
+151% +$42M 0.01% 1195
2021
Q2 		$37.6M Buy
344,109
+29,542
+9% +$2.68M 0.01% 1542
2021
Q1 		$29.3M Sell
314,567
-13,046
-4% -$1.69M ﹤0.01% 1577
2020
Q4 		$40.1M Buy
327,613
+125,513
+62% +$9.26M 0.01% 1252
2020
Q3 		$10M Buy
+202,100
New +$12.7M ﹤0.01% 2023

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Morgan Stanley's LMND Position: Q2 2026 in Review

Morgan Stanley increased its Lemonade (LMND) stake by 4.1% in Q2 2026, buying an estimated $2.81M and bringing the position to 1,212,762 shares worth $78.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Morgan Stanley first reported a position in LMND in Q3 2020 and has held it in 24 quarters since. The position peaked at $98.3M in Q4 2025. 336 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • Morgan Stanley held 1,212,762 shares of Lemonade worth $78.9M as of Q2 2026.
  • Morgan Stanley bought 48,124 Lemonade shares in Q2 2026, an estimated $2.81M.
  • Lemonade made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #1777 holding.
  • Morgan Stanley first reported a position in Lemonade in Q3 2020 and has held it in 24 quarters since.
  • Morgan Stanley's Lemonade position peaked at $98.3M in Q4 2025.
  • 336 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.