CAPTRUST Financial Advisors
LUNG icon

CAPTRUST Financial Advisors’s Pulmonx LUNG Stock Holding History

CAPTRUST Financial Advisors’s Portfolio LUNG Stock Details LUNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-11,548
Closed -$15K – 3539
2026
Q2 		$15K Buy
+11,548
New +$15.9K ﹤0.01% 3223
2022
Q3 		– Sell
-20
Closed – – 3195
2022
Q2 		$0 Sell
20
-188
-90% -$3.87K ﹤0.01% 5052
2022
Q1 		$5K Buy
208
+190
+1,056% +$4.91K ﹤0.01% 4159
2021
Q4 		$1K Buy
+18
New +$657 ﹤0.01% 4592

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Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

CAPTRUST Financial Advisors's LUNG Position: Q3 2026 in Review

CAPTRUST Financial Advisors sold out of Pulmonx (LUNG) in Q3 2026, closing a stake of 11,548 shares — an estimated $15K sold.

CAPTRUST Financial Advisors first reported a position in LUNG in Q4 2021 and held it in 4 quarters. The position peaked at $15K in Q2 2026. 72 funds tracked by Wall St. Rank hold LUNG as of Q3 2026.

  • CAPTRUST Financial Advisors reported no remaining Pulmonx position as of Q3 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 11,548 Pulmonx shares in Q3 2026, an estimated $15K.
  • CAPTRUST Financial Advisors first reported a position in Pulmonx in Q4 2021 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's Pulmonx position peaked at $15K in Q2 2026.
  • 72 funds tracked by Wall St. Rank held Pulmonx as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.