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
Q2 		$43.6K Buy
33,509
+10,778
+47% +$14.8K ﹤0.01% 4131
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 $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Stonepine Capital Management Bend, Oregon $177M AUM 91.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

Creative Planning's LUNG Position: Q2 2026 in Review

Creative Planning increased its Pulmonx (LUNG) stake by 47% in Q2 2026, buying an estimated $14.8K and bringing the position to 33,509 shares worth $43.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4131.

Creative Planning first reported a position in LUNG in Q4 2022 and has held it in 15 quarters since. The position peaked at $212K in Q4 2023. 108 funds tracked by Wall St. Rank hold LUNG as of Q2 2026.

  • Creative Planning held 33,509 shares of Pulmonx worth $43.6K as of Q2 2026.
  • Creative Planning bought 10,778 Pulmonx shares in Q2 2026, an estimated $14.8K.
  • Pulmonx made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4131 holding.
  • Creative Planning first reported a position in Pulmonx in Q4 2022 and has held it in 15 quarters since.
  • Creative Planning's Pulmonx position peaked at $212K in Q4 2023.
  • 108 funds tracked by Wall St. Rank held Pulmonx as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.