UBS AM
LMND icon

UBS AM’s Lemonade LMND Stock Holding History

UBS AM’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 		$6.51M Buy
100,026
+7,407
+8% +$433K ﹤0.01% 1484
2026
Q1 		$5.81M Sell
92,619
-7,393
-7% -$512K ﹤0.01% 1498
2025
Q4 		$7.12M Buy
100,012
+6,915
+7% +$465K ﹤0.01% 1283
2025
Q3 		$4.98M Sell
93,097
-57,744
-38% -$2.82M ﹤0.01% 1373
2025
Q2 		$6.61M Buy
150,841
+67,911
+82% +$2.26M ﹤0.01% 1569
2025
Q1 		$2.61M Sell
82,930
-8,119
-9% -$279K ﹤0.01% 1867
2024
Q4 		$3.34M Sell
91,049
-7,181
-7% -$229K ﹤0.01% 1800
2024
Q3 		$1.62M Sell
98,230
-9,454
-9% -$173K ﹤0.01% 2156
2024
Q2 		$1.78M Buy
107,684
+26,130
+32% +$436K ﹤0.01% 2059
2024
Q1 		$1.34M Sell
81,554
-5,478
-6% -$92.1K ﹤0.01% 1872
2023
Q4 		$1.4M Buy
87,032
+24,929
+40% +$376K ﹤0.01% 1849
2023
Q3 		$722K Buy
62,103
+16,492
+36% +$265K ﹤0.01% 2138
2023
Q2 		$650K Hold
45,611
– – ﹤0.01% 2219
2023
Q1 		$650K Buy
+45,611
New +$693K ﹤0.01% 2219
2022
Q4 		– Sell
-40,906
Closed -$866K – 2654
2022
Q3 		$866K Buy
40,906
+11,164
+38% +$254K ﹤0.01% 2050
2022
Q2 		$543K Sell
29,742
-26,342
-47% -$555K ﹤0.01% 2272
2022
Q1 		$1.48M Buy
56,084
+2,994
+6% +$84.8K ﹤0.01% 1947
2021
Q4 		$2.24M Sell
53,090
-170
-0.3% -$9.55K ﹤0.01% 1815
2021
Q3 		$3.57M Buy
53,260
+4,647
+10% +$375K ﹤0.01% 1525
2021
Q2 		$5.32M Buy
48,613
+4,077
+9% +$370K ﹤0.01% 1341
2021
Q1 		$4.15M Buy
44,536
+29,498
+196% +$3.81M ﹤0.01% 1419
2020
Q4 		$1.84M Buy
+15,038
New +$1.11M ﹤0.01% 1719

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

UBS AM's LMND Position: Q2 2026 in Review

UBS AM increased its Lemonade (LMND) stake by 8% in Q2 2026, buying an estimated $433K and bringing the position to 100,026 shares worth $6.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

UBS AM first reported a position in LMND in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.12M in Q4 2025. 337 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • UBS AM held 100,026 shares of Lemonade worth $6.51M as of Q2 2026.
  • UBS AM bought 7,407 Lemonade shares in Q2 2026, an estimated $433K.
  • Lemonade made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1484 holding.
  • UBS AM first reported a position in Lemonade in Q4 2020 and has held it in 22 quarters since.
  • UBS AM's Lemonade position peaked at $7.12M in Q4 2025.
  • 337 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.