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Synergy Financial Group’s Lemonade LMND Stock Holding History

Synergy Financial Group’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 		$632K Sell
9,717
-11
-0.1% -$643 0.45% 45
2026
Q1 		$610K Sell
9,728
-427
-4% -$29.6K 0.46% 44
2025
Q4 		$723K Sell
10,155
-369
-4% -$24.8K 0.51% 37
2025
Q3 		$563K Buy
10,524
+18
+0.2% +$878 0.38% 52
2025
Q2 		$460K Sell
10,506
-637
-6% -$21.2K 0.34% 53
2025
Q1 		$350K Sell
11,143
-74
-0.7% -$2.55K 0.31% 65
2024
Q4 		$411K Sell
11,217
-1,964
-15% -$62.7K 0.34% 54
2024
Q3 		$217K Sell
13,181
-71
-0.5% -$1.3K 0.21% 90
2024
Q2 		$219K Sell
13,252
-97
-0.7% -$1.62K 0.23% 76
2024
Q1 		$219K Sell
13,349
-206
-2% -$3.46K 0.25% 75
2023
Q4 		$219K Sell
13,555
-225
-2% -$3.39K 0.27% 81
2023
Q3 		$160K Sell
13,780
-284
-2% -$4.55K 0.22% 77
2023
Q2 		$237K Hold
14,064
– – 0.32% 69
2023
Q1 		$201K Buy
14,064
+29
+0.2% +$441 0.33% 79
2022
Q4 		$192K Sell
14,035
-15,158
-52% -$300K 0.38% 71
2022
Q3 		$618K Hold
29,193
– – 0.93% 31
2022
Q2 		$533K Sell
29,193
-244
-0.8% -$5.14K 0.84% 38
2022
Q1 		$776K Buy
29,437
+8,991
+44% +$255K 0.81% 34
2021
Q4 		$861K Buy
+20,446
New +$1.15M 0.77% 36

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 $3.37T 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

Synergy Financial Group's LMND Position: Q2 2026 in Review

Synergy Financial Group reduced its Lemonade (LMND) stake by 0.11% in Q2 2026, selling an estimated $643 and leaving 9,717 shares worth $632K. The position accounts for 0.45% of the portfolio, ranked #45.

Synergy Financial Group first reported a position in LMND in Q4 2021 and has held it in 19 quarters since. The position peaked at $861K in Q4 2021. 337 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • Synergy Financial Group held 9,717 shares of Lemonade worth $632K as of Q2 2026.
  • Synergy Financial Group sold 11 Lemonade shares in Q2 2026, an estimated $643.
  • Lemonade made up 0.45% of Synergy Financial Group's portfolio in Q2 2026, its #45 holding.
  • Synergy Financial Group first reported a position in Lemonade in Q4 2021 and has held it in 19 quarters since.
  • Synergy Financial Group's Lemonade position peaked at $861K in Q4 2021.
  • 337 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.