Tradition Wealth Management’s Lemonade LMND Stock Holding History

Tradition 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	$574K	Buy	8,821 +3,695	+72%	+$216K	0.04%	281
2026 Q1	$321K	Buy	5,126 +343	+7%	+$23.7K	0.02%	374
2025 Q4	$340K	Buy	+4,783	New	+$321K	0.02%	353
2024 Q1	–	Sell	-400	Closed	-$6K	–	842
2023 Q4	$6K	Sell	400 -433	-52%	-$6.52K	﹤0.01%	1113
2023 Q3	$10K	Hold	833	–	–	﹤0.01%	1013
2023 Q2	$14K	Buy	833 +33	+4%	+$516	﹤0.01%	965
2023 Q1	$11K	Hold	800	–	–	﹤0.01%	982
2022 Q4	$11K	Hold	800	–	–	﹤0.01%	884
2022 Q3	$17K	Buy	800 +200	+33%	+$4.55K	﹤0.01%	795
2022 Q2	$11K	Hold	600	–	–	﹤0.01%	796
2022 Q1	$16K	Hold	600	–	–	﹤0.01%	773
2021 Q4	$25K	Buy	600 +500	+500%	+$28.1K	﹤0.01%	679
2021 Q3	$7K	Buy	+100	New	+$8.06K	﹤0.01%	977

Other funds holding LMND

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Tradition Wealth Management increased its Lemonade (LMND) stake by 72% in Q2 2026, buying an estimated $216K and bringing the position to 8,821 shares worth $574K. The position accounts for 0.04% of the portfolio, ranked #281.

Tradition Wealth Management first reported a position in LMND in Q3 2021 and has held it in 13 quarters since. 338 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

Tradition Wealth Management held 8,821 shares of Lemonade worth $574K as of Q2 2026.
Tradition Wealth Management bought 3,695 Lemonade shares in Q2 2026, an estimated $216K.
Lemonade made up 0.04% of Tradition Wealth Management's portfolio in Q2 2026, its #281 holding.
Tradition Wealth Management first reported a position in Lemonade in Q3 2021 and has held it in 13 quarters since.
338 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

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