RFP
LUNG icon

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
Q1 		$163 Buy
+126
New +$208 ﹤0.01% 3194

Other funds holding LUNG

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
VCM
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Root Financial Partners's LUNG Position: Q1 2026 in Review

Root Financial Partners opened a new position in Pulmonx (LUNG) in Q1 2026: 126 shares worth $163. The stake represents ﹤0.01% of the portfolio and ranks #3194 among its holdings.

113 funds tracked by Wall St. Rank hold LUNG as of Q1 2026.

  • Root Financial Partners held 126 shares of Pulmonx worth $163 as of Q1 2026.
  • Pulmonx was a new Root Financial Partners position in Q1 2026.
  • Pulmonx made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3194 holding.
  • 113 funds tracked by Wall St. Rank held Pulmonx as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.