Creative Planning
LUNG icon

Creative Planning’s Pulmonx LUNG Stock Holding History

Creative Planning’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
Q1 		$29.3K Buy
22,731
+3,698
+19% +$6.11K ﹤0.01% 4027
2025
Q4 		$42.1K Buy
19,033
+3,183
+20% +$5.98K ﹤0.01% 3815
2025
Q3 		$25.7K Buy
15,850
+2,514
+19% +$5.26K ﹤0.01% 3804
2025
Q2 		$34.5K Sell
13,336
-3,902
-23% -$15.4K ﹤0.01% 3554
2025
Q1 		$116K Buy
17,238
+3,902
+29% +$27.6K ﹤0.01% 3218
2024
Q4 		$90.6K Sell
13,336
-1,566
-11% -$10.3K ﹤0.01% 3170
2024
Q3 		$124K Sell
14,902
-1,076
-7% -$7.79K ﹤0.01% 2974
2024
Q2 		$101K Sell
15,978
-1,079
-6% -$8.3K ﹤0.01% 2837
2024
Q1 		$158K Buy
17,057
+423
+3% +$4.96K ﹤0.01% 2620
2023
Q4 		$212K Buy
16,634
+1,493
+10% +$15.6K ﹤0.01% 2377
2023
Q3 		$156K Sell
15,141
-324
-2% -$3.75K ﹤0.01% 2309
2023
Q2 		$203K Buy
15,465
+246
+2% +$3.01K ﹤0.01% 2209
2023
Q1 		$170K Buy
15,219
+952
+7% +$9.4K ﹤0.01% 2167
2022
Q4 		$120K Buy
+14,267
New +$136K ﹤0.01% 2121

Other funds holding LUNG

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $10.1B AUM 30.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return