EP
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Essential Partners’s Pulmonx LUNG Stock Holding History

Essential Partners’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 		$390 Sell
204
-733
-78% -$1.38K ﹤0.01% 2472
2026
Q2 		$1.22K Buy
937
+679
+263% +$935 ﹤0.01% 2156
2026
Q1 		$333 Buy
258
+240
+1,333% +$397 ﹤0.01% 2535
2025
Q4 		$40 Buy
18
+2
+13% +$4 ﹤0.01% 2657
2025
Q3 		$26 Buy
+16
New +$33 ﹤0.01% 2620

Other funds holding LUNG

RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's LUNG Position: Q3 2026 in Review

Essential Partners reduced its Pulmonx (LUNG) stake by 78% in Q3 2026, selling an estimated $1.38K and leaving 204 shares worth $390. The position accounts for ﹤0.01% of the portfolio, ranked #2472.

Essential Partners first reported a position in LUNG in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.22K in Q2 2026. 5 funds tracked by Wall St. Rank hold LUNG as of Q3 2026.

  • Essential Partners held 204 shares of Pulmonx worth $390 as of Q3 2026.
  • Essential Partners sold 733 Pulmonx shares in Q3 2026, an estimated $1.38K.
  • Pulmonx made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2472 holding.
  • Essential Partners first reported a position in Pulmonx in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Pulmonx position peaked at $1.22K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held Pulmonx as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.