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Wealthspire Advisors (New York)’s Lemonade LMND Stock Holding History

Wealthspire Advisors (New York)’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
-600
Closed -$32.1K – 2081
2025
Q3 		$32.1K Buy
+600
New +$29.3K ﹤0.01% 1422
2021
Q3 		– Sell
-2,080
Closed -$228K – 589
2021
Q2 		$228K Sell
2,080
-141
-6% -$12.8K 0.01% 335
2021
Q1 		$207K Buy
+2,221
New +$287K ﹤0.01% 662

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

Wealthspire Advisors (New York)'s LMND Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Lemonade (LMND) in Q4 2025, closing a stake of 600 shares — an estimated $32.1K sold.

Wealthspire Advisors (New York) first reported a position in LMND in Q1 2021 and held it in 3 quarters. The position peaked at $228K in Q2 2021. 350 funds tracked by Wall St. Rank hold LMND as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Lemonade position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 600 Lemonade shares in Q4 2025, an estimated $32.1K.
  • Wealthspire Advisors (New York) first reported a position in Lemonade in Q1 2021 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Lemonade position peaked at $228K in Q2 2021.
  • 350 funds tracked by Wall St. Rank held Lemonade as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.