Nisa Investment Advisors

Nisa Investment Advisors’s Pulmonx LUNG Stock Holding History

Nisa Investment 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 Q1	$600	Buy	465 +251	+117%	+$415	﹤0.01%	2836
2025 Q4	$473	Sell	214 -425	-67%	-$799	﹤0.01%	2824
2025 Q3	$1.03K	Buy	639 +573	+868%	+$1.2K	﹤0.01%	2738
2025 Q2	$171	Sell	66 -1,662	-96%	-$6.56K	﹤0.01%	3014
2025 Q1	$11.6K	Buy	1,728 +228	+15%	+$1.61K	﹤0.01%	2059
2024 Q4	$10.2K	Sell	1,500 -157	-9%	-$1.03K	﹤0.01%	2131
2024 Q3	$13.7K	Buy	1,657 +70	+4%	+$507	﹤0.01%	2027
2024 Q2	$10.1K	Buy	1,587 +1,553	+4,568%	+$11.9K	﹤0.01%	2151
2024 Q1	$315	Hold	34	–	–	﹤0.01%	2575
2023 Q4	$434	Sell	34 -2,080	-98%	-$21.7K	﹤0.01%	2441
2023 Q3	$21.8K	Buy	2,114 +10	+0.5%	+$116	﹤0.01%	1992
2023 Q2	$27.6K	Buy	2,104 +370	+21%	+$4.53K	﹤0.01%	1967
2023 Q1	$19K	Buy	1,734 +1,700	+5,000%	+$16.8K	﹤0.01%	2025
2022 Q4	$0	Sell	34 -1	-3%	-$10	﹤0.01%	2648
2022 Q3	$0	Buy	+35	New	+$644	﹤0.01%	2618
2022 Q2	–	Sell	-700	Closed	-$17K	–	2451
2022 Q1	$17K	Sell	700 -800	-53%	-$20.7K	﹤0.01%	2092
2021 Q4	$37K	Buy	+1,500	New	+$54.8K	﹤0.01%	1804

Other funds holding LUNG

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

ExodusPoint Capital Management New York $10.1B AUM 30.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return