MFG
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Merit Financial Group’s Pulmonx LUNG Stock Holding History

Merit Financial Group’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 		$15.6K Buy
+11,961
New +$16.5K ﹤0.01% 2340

Other funds holding LUNG

RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Merit Financial Group's LUNG Position: Q2 2026 in Review

Merit Financial Group opened a new position in Pulmonx (LUNG) in Q2 2026: 11,961 shares worth $15.6K. The stake represents ﹤0.01% of the portfolio and ranks #2340 among its holdings.

9 funds tracked by Wall St. Rank hold LUNG as of Q2 2026.

  • Merit Financial Group held 11,961 shares of Pulmonx worth $15.6K as of Q2 2026.
  • Pulmonx was a new Merit Financial Group position in Q2 2026.
  • Pulmonx made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2340 holding.
  • 9 funds tracked by Wall St. Rank held Pulmonx as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.