Mackenzie Financial
LUNG icon

Mackenzie Financial’s Pulmonx LUNG Stock Holding History

Mackenzie Financial’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 		$226K Buy
+118,472
New +$223K ﹤0.01% 1459
2025
Q1 		– Sell
-54,823
Closed -$372K – 1751
2024
Q4 		$372K Buy
+54,823
New +$361K ﹤0.01% 1294
2024
Q3 		– Sell
-16,124
Closed -$102K – 1642
2024
Q2 		$102K Buy
+16,124
New +$124K ﹤0.01% 1431

Other funds holding LUNG

Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return
Perkins Capital Management
Perkins Capital Management Wayzata, Minnesota $140M AUM 109.55% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mackenzie Financial's LUNG Position: Q3 2026 in Review

Mackenzie Financial opened a new position in Pulmonx (LUNG) in Q3 2026: 118,472 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1459 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in LUNG as recently as Q4 2024.

Mackenzie Financial first reported a position in LUNG in Q2 2024 and has held it in 3 quarters since. The position peaked at $372K in Q4 2024. 16 funds tracked by Wall St. Rank hold LUNG as of Q3 2026.

  • Mackenzie Financial held 118,472 shares of Pulmonx worth $226K as of Q3 2026.
  • Pulmonx was a new Mackenzie Financial position in Q3 2026.
  • Pulmonx made up ﹤0.01% of Mackenzie Financial's portfolio in Q3 2026, its #1459 holding.
  • Mackenzie Financial first reported a position in Pulmonx in Q2 2024 and has held it in 3 quarters since.
  • Mackenzie Financial's Pulmonx position peaked at $372K in Q4 2024.
  • 16 funds tracked by Wall St. Rank held Pulmonx as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.