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Clearstead Advisors’s Pulmonx LUNG Stock Holding History

Clearstead 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
Q2 		$52 Buy
+39
New +$54 ﹤0.01% 3475
2025
Q4 		– Sell
-1
Closed -$2 – 3049
2025
Q3 		$2 Buy
+1
New +$2 ﹤0.01% 3082

Other funds holding LUNG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CWP
CFM Wealth Partners Austin, Texas $783M AUM 47.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

Clearstead Advisors's LUNG Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Pulmonx (LUNG) in Q2 2026: 39 shares worth $52. The stake represents ﹤0.01% of the portfolio and ranks #3475 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in LUNG as recently as Q3 2025.

Clearstead Advisors first reported a position in LUNG in Q3 2025 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold LUNG as of Q2 2026.

  • Clearstead Advisors held 39 shares of Pulmonx worth $52 as of Q2 2026.
  • Pulmonx was a new Clearstead Advisors position in Q2 2026.
  • Pulmonx made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3475 holding.
  • Clearstead Advisors first reported a position in Pulmonx in Q3 2025 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held Pulmonx as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.