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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
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 $5.72T AUM 30.48% 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 $97.9B AUM 20.73% 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 $2.9T AUM 29.55% 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

Steward Partners Investment Advisory's LMND Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Lemonade (LMND) position steady in Q1 2026 at 1,360 shares worth $85.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2466.

Steward Partners Investment Advisory first reported a position in LMND in Q3 2020 and has held it in 23 quarters since. The position peaked at $391K in Q2 2021. 345 funds tracked by Wall St. Rank hold LMND as of Q1 2026.

  • Steward Partners Investment Advisory held 1,360 shares of Lemonade worth $85.2K as of Q1 2026.
  • Steward Partners Investment Advisory left its Lemonade share count unchanged in Q1 2026.
  • Lemonade made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2466 holding.
  • Steward Partners Investment Advisory first reported a position in Lemonade in Q3 2020 and has held it in 23 quarters since.
  • Steward Partners Investment Advisory's Lemonade position peaked at $391K in Q2 2021.
  • 345 funds tracked by Wall St. Rank held Lemonade as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.