HighMark Wealth Management’s Pulmonx LUNG Stock Holding History

HighMark Wealth Management’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
2025 Q4	–	Sell	-3,500	Closed	-$5.67K	–	629
2025 Q3	$5.67K	Hold	3,500	–	–	﹤0.01%	376
2025 Q2	$9.06K	Hold	3,500	–	–	﹤0.01%	327
2025 Q1	$23.6K	Hold	3,500	–	–	0.01%	187
2024 Q4	$23.8K	Hold	3,500	–	–	0.01%	185
2024 Q3	$29K	Buy	+3,500	New	+$25.3K	0.02%	176

Other funds holding LUNG

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

ECM

ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HighMark Wealth Management's LUNG Position: Q4 2025 in Review

HighMark Wealth Management sold out of Pulmonx (LUNG) in Q4 2025, closing a stake of 3,500 shares — an estimated $5.67K sold.

HighMark Wealth Management first reported a position in LUNG in Q3 2024 and held it in 5 quarters. The position peaked at $29K in Q3 2024. 112 funds tracked by Wall St. Rank hold LUNG as of Q4 2025.

HighMark Wealth Management reported no remaining Pulmonx position as of Q4 2025 after selling out during the quarter.
HighMark Wealth Management sold 3,500 Pulmonx shares in Q4 2025, an estimated $5.67K.
HighMark Wealth Management first reported a position in Pulmonx in Q3 2024 and held it in 5 quarters.
HighMark Wealth Management's Pulmonx position peaked at $29K in Q3 2024.
112 funds tracked by Wall St. Rank held Pulmonx as of Q4 2025.

Based on HighMark Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.