Osaic Holdings

Osaic Holdings’s Pulmonx LUNG Stock Holding History

Osaic Holdings’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	$1.86K	Hold	1,445	–	–	﹤0.01%	7063
2025 Q4	$3.19K	Hold	1,445	–	–	﹤0.01%	6922
2025 Q3	$2.47K	Hold	1,445	–	–	﹤0.01%	7077
2025 Q2	$3.74K	Buy	1,445 +70	+5%	+$276	﹤0.01%	6703
2025 Q1	$9.25K	Sell	1,375 -61	-4%	-$432	﹤0.01%	5828
2024 Q4	$9.75K	Sell	1,436 -39	-3%	-$257	﹤0.01%	5824
2024 Q3	$12.2K	Sell	1,475 -211	-13%	-$1.53K	﹤0.01%	5688
2024 Q2	$10.7K	Buy	1,686 +256	+18%	+$1.97K	﹤0.01%	5747
2024 Q1	$13.3K	Hold	1,430	–	–	﹤0.01%	5594
2023 Q4	$18.2K	Sell	1,430 -1,400	-49%	-$14.6K	﹤0.01%	5541
2023 Q3	$29.2K	Buy	2,830 +1,400	+98%	+$16.2K	﹤0.01%	5337
2023 Q2	$18.7K	Sell	1,430 -76	-5%	-$930	﹤0.01%	5608
2023 Q1	$16.8K	Hold	1,506	–	–	﹤0.01%	5672
2022 Q4	$13K	Buy	1,506 +44	+3%	+$418	﹤0.01%	5811
2022 Q3	$24K	Buy	1,462 +638	+77%	+$11.7K	﹤0.01%	5444
2022 Q2	$12K	Buy	824 +7	+0.9%	+$144	﹤0.01%	5969
2022 Q1	$20K	Buy	817 +9	+1%	+$232	﹤0.01%	5688
2021 Q4	$26K	Buy	+808	New	+$29.5K	﹤0.01%	5615

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