N.E.W. Advisory Services’s Lemonade LMND Stock Holding History

N.E.W. 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	–	Sell	-32	Closed	-$2.01K	–	1012
2026 Q1	$2.01K	Sell	32 -24	-43%	-$1.66K	﹤0.01%	823
2025 Q4	$3.99K	Sell	56 -18	-24%	-$1.21K	﹤0.01%	733
2025 Q3	$3.96K	Sell	74 -6	-8%	-$293	﹤0.01%	682
2025 Q2	$3.5K	Hold	80	–	–	﹤0.01%	689
2025 Q1	$2.51K	Buy	+80	New	+$2.75K	﹤0.01%	769

Other funds holding LMND

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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 New York $303B AUM 53.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

PFM

Privium Fund Management Amsterdam, Netherlands $544M AUM 72.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

N.E.W. Advisory Services's LMND Position: Q2 2026 in Review

N.E.W. Advisory Services sold out of Lemonade (LMND) in Q2 2026, closing a stake of 32 shares — an estimated $2.01K sold.

N.E.W. Advisory Services first reported a position in LMND in Q1 2025 and held it in 5 quarters. The position peaked at $3.99K in Q4 2025. 169 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

N.E.W. Advisory Services reported no remaining Lemonade position as of Q2 2026 after selling out during the quarter.
N.E.W. Advisory Services sold 32 Lemonade shares in Q2 2026, an estimated $2.01K.
N.E.W. Advisory Services first reported a position in Lemonade in Q1 2025 and held it in 5 quarters.
N.E.W. Advisory Services's Lemonade position peaked at $3.99K in Q4 2025.
169 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.