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Root Financial Partners’s Lemonade LMND Stock Holding History

Root Financial Partners’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
-213
Closed -$13.4K – 1970
2026
Q1 		$13.4K Buy
213
+5
+2% +$346 ﹤0.01% 1548
2025
Q4 		$14.8K Sell
208
-15
-7% -$1.01K ﹤0.01% 1325
2025
Q3 		$11.9K Buy
+223
New +$10.9K ﹤0.01% 1379

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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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Root Financial Partners's LMND Position: Q2 2026 in Review

Root Financial Partners sold out of Lemonade (LMND) in Q2 2026, closing a stake of 213 shares — an estimated $13.4K sold.

Root Financial Partners first reported a position in LMND in Q3 2025 and held it in 3 quarters. The position peaked at $14.8K in Q4 2025. 337 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • Root Financial Partners reported no remaining Lemonade position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 213 Lemonade shares in Q2 2026, an estimated $13.4K.
  • Root Financial Partners first reported a position in Lemonade in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Lemonade position peaked at $14.8K in Q4 2025.
  • 337 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.