Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Lemonade LMND Stock Holding History

Steward Partners Investment Advisory’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 		$5.53K Sell
85
-1,275
-94% -$74.6K ﹤0.01% 3934
2026
Q1 		$85.2K Hold
1,360
– – ﹤0.01% 2466
2025
Q4 		$96.8K Sell
1,360
-38
-3% -$2.55K ﹤0.01% 2309
2025
Q3 		$74.8K Buy
1,398
+1,032
+282% +$50.3K ﹤0.01% 2408
2025
Q2 		$16K Buy
366
+6
+2% +$200 ﹤0.01% 3006
2025
Q1 		$11.3K Sell
360
-158
-31% -$5.44K ﹤0.01% 3033
2024
Q4 		$19K Buy
518
+33
+7% +$1.05K ﹤0.01% 2826
2024
Q3 		$8K Sell
485
-100
-17% -$1.83K ﹤0.01% 3035
2024
Q2 		$9.65K Hold
585
– – ﹤0.01% 2830
2024
Q1 		$9.6K Buy
585
+25
+4% +$420 ﹤0.01% 2821
2023
Q4 		$9.03K Sell
560
-312
-36% -$4.7K ﹤0.01% 2747
2023
Q3 		$10.1K Sell
872
-200
-19% -$3.21K ﹤0.01% 2595
2023
Q2 		$18.1K Sell
1,072
-20
-2% -$313 ﹤0.01% 2343
2023
Q1 		$15.6K Sell
1,092
-277
-20% -$4.21K ﹤0.01% 2361
2022
Q4 		$18.7K Buy
1,369
+30
+2% +$593 ﹤0.01% 2257
2022
Q3 		$28K Sell
1,339
-309
-19% -$7.02K ﹤0.01% 2065
2022
Q2 		$30K Sell
1,648
-179
-10% -$3.77K ﹤0.01% 2036
2022
Q1 		$48K Buy
1,827
+269
+17% +$7.62K ﹤0.01% 1938
2021
Q4 		$66K Sell
1,558
-2,691
-63% -$151K ﹤0.01% 1771
2021
Q3 		$285K Buy
4,249
+673
+19% +$54.3K ﹤0.01% 1121
2021
Q2 		$391K Buy
3,576
+600
+20% +$54.5K 0.01% 1040
2021
Q1 		$277K Buy
2,976
+1,527
+105% +$197K ﹤0.01% 1134
2020
Q4 		$178K Buy
1,449
+949
+190% +$70K ﹤0.01% 1124
2020
Q3 		$25K Buy
+500
New +$31.4K ﹤0.01% 1807

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

Steward Partners Investment Advisory's LMND Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Lemonade (LMND) stake by 94% in Q2 2026, selling an estimated $74.6K and leaving 85 shares worth $5.53K. The position accounts for ﹤0.01% of the portfolio, ranked #3934.

Steward Partners Investment Advisory first reported a position in LMND in Q3 2020 and has held it in 24 quarters since. The position peaked at $391K in Q2 2021. 338 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • Steward Partners Investment Advisory held 85 shares of Lemonade worth $5.53K as of Q2 2026.
  • Steward Partners Investment Advisory sold 1,275 Lemonade shares in Q2 2026, an estimated $74.6K.
  • Lemonade made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3934 holding.
  • Steward Partners Investment Advisory first reported a position in Lemonade in Q3 2020 and has held it in 24 quarters since.
  • Steward Partners Investment Advisory's Lemonade position peaked at $391K in Q2 2021.
  • 338 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.