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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
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 $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

SHP Wealth Management's LMND Position: Q1 2026 in Review

SHP Wealth Management reduced its Lemonade (LMND) stake by 7.7% in Q1 2026, selling an estimated $277 and leaving 48 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

SHP Wealth Management first reported a position in LMND in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.7K in Q4 2025. 346 funds tracked by Wall St. Rank hold LMND as of Q1 2026.

  • SHP Wealth Management held 48 shares of Lemonade worth $3.01K as of Q1 2026.
  • SHP Wealth Management sold 4 Lemonade shares in Q1 2026, an estimated $277.
  • Lemonade made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1190 holding.
  • SHP Wealth Management first reported a position in Lemonade in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Lemonade position peaked at $3.7K in Q4 2025.
  • 346 funds tracked by Wall St. Rank held Lemonade as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.