Root Financial Partners’s Pulmonx LUNG Stock Holding History

Root Financial Partners’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	–	Sell	-126	Closed	-$163	–	1994
2026 Q1	$163	Buy	+126	New	+$208	﹤0.01%	3194

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

SCM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ECM

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

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

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

SCM

Stonepine Capital Management Bend, Oregon $177M AUM 91.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

Root Financial Partners's LUNG Position: Q2 2026 in Review

Root Financial Partners sold out of Pulmonx (LUNG) in Q2 2026, closing a stake of 126 shares — an estimated $163 sold.

Root Financial Partners first reported a position in LUNG in Q1 2026 and held it in 1 quarter. The position peaked at $163 in Q1 2026. 107 funds tracked by Wall St. Rank hold LUNG as of Q2 2026.

Root Financial Partners reported no remaining Pulmonx position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 126 Pulmonx shares in Q2 2026, an estimated $163.
Root Financial Partners first reported a position in Pulmonx in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Pulmonx position peaked at $163 in Q1 2026.
107 funds tracked by Wall St. Rank held Pulmonx as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.