EWA
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EverSource Wealth Advisors’s Pulmonx LUNG Stock Holding History

EverSource Wealth 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 		$1.94K Sell
1,491
-3,334
-69% -$4.59K ﹤0.01% 3731
2026
Q1 		$6.22K Buy
4,825
+3,993
+480% +$6.6K ﹤0.01% 3163
2025
Q4 		$1.84K Buy
832
+783
+1,598% +$1.47K ﹤0.01% 3531
2025
Q3 		$79 Sell
49
-354
-88% -$741 ﹤0.01% 4221
2025
Q2 		$1.04K Buy
403
+368
+1,051% +$1.45K ﹤0.01% 3725
2025
Q1 		$236 Buy
35
+19
+119% +$135 ﹤0.01% 3669
2024
Q4 		$109 Buy
+16
New +$105 ﹤0.01% 3532

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

EverSource Wealth Advisors's LUNG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Pulmonx (LUNG) stake by 69% in Q2 2026, selling an estimated $4.59K and leaving 1,491 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #3731.

EverSource Wealth Advisors first reported a position in LUNG in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.22K in Q1 2026. 108 funds tracked by Wall St. Rank hold LUNG as of Q2 2026.

  • EverSource Wealth Advisors held 1,491 shares of Pulmonx worth $1.94K as of Q2 2026.
  • EverSource Wealth Advisors sold 3,334 Pulmonx shares in Q2 2026, an estimated $4.59K.
  • Pulmonx made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3731 holding.
  • EverSource Wealth Advisors first reported a position in Pulmonx in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Pulmonx position peaked at $6.22K in Q1 2026.
  • 108 funds tracked by Wall St. Rank held Pulmonx as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.