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SHP Wealth Management’s Lemonade LMND Stock Holding History

SHP Wealth Management’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 		$3.12K Hold
48
– – ﹤0.01% 1272
2026
Q1 		$3.01K Sell
48
-4
-8% -$277 ﹤0.01% 1190
2025
Q4 		$3.7K Buy
+52
New +$3.49K ﹤0.01% 1034

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 $3.38T AUM 44.17% 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

SHP Wealth Management's LMND Position: Q2 2026 in Review

SHP Wealth Management held its Lemonade (LMND) position steady in Q2 2026 at 48 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

SHP Wealth Management first reported a position in LMND in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.7K in Q4 2025. 338 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • SHP Wealth Management held 48 shares of Lemonade worth $3.12K as of Q2 2026.
  • SHP Wealth Management left its Lemonade share count unchanged in Q2 2026.
  • Lemonade made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1272 holding.
  • SHP Wealth Management first reported a position in Lemonade in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Lemonade position peaked at $3.7K in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.