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Trifecta Capital Advisors’s Lemonade LMND Stock Holding History

Trifecta Capital Advisors’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
2025
Q4 		– Sell
-1,400
Closed -$74.9K – 363
2025
Q3 		$74.9K Hold
1,400
– – 0.01% 157
2025
Q2 		$61.3K Buy
+1,400
New +$46.7K 0.01% 167

Other funds holding LMND

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Trifecta Capital Advisors's LMND Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Lemonade (LMND) in Q4 2025, closing a stake of 1,400 shares — an estimated $74.9K sold.

Trifecta Capital Advisors first reported a position in LMND in Q2 2025 and held it in 2 quarters. The position peaked at $74.9K in Q3 2025. 350 funds tracked by Wall St. Rank hold LMND as of Q4 2025.

  • Trifecta Capital Advisors reported no remaining Lemonade position as of Q4 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 1,400 Lemonade shares in Q4 2025, an estimated $74.9K.
  • Trifecta Capital Advisors first reported a position in Lemonade in Q2 2025 and held it in 2 quarters.
  • Trifecta Capital Advisors's Lemonade position peaked at $74.9K in Q3 2025.
  • 350 funds tracked by Wall St. Rank held Lemonade as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.