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Steward Partners Investment Advisory’s Pulmonx LUNG Stock Holding History

Steward Partners Investment Advisory’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 		$130 Hold
101
– – ﹤0.01% 4337
2025
Q4 		$223 Hold
101
– – ﹤0.01% 4192
2025
Q3 		$164 Buy
+101
New +$211 ﹤0.01% 4177

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

Steward Partners Investment Advisory's LUNG Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Pulmonx (LUNG) position steady in Q1 2026 at 101 shares worth $130. The position accounts for ﹤0.01% of the portfolio, ranked #4337.

Steward Partners Investment Advisory first reported a position in LUNG in Q3 2025 and has held it in 3 quarters since. The position peaked at $223 in Q4 2025. 113 funds tracked by Wall St. Rank hold LUNG as of Q1 2026.

  • Steward Partners Investment Advisory held 101 shares of Pulmonx worth $130 as of Q1 2026.
  • Steward Partners Investment Advisory left its Pulmonx share count unchanged in Q1 2026.
  • Pulmonx made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4337 holding.
  • Steward Partners Investment Advisory first reported a position in Pulmonx in Q3 2025 and has held it in 3 quarters since.
  • Steward Partners Investment Advisory's Pulmonx position peaked at $223 in Q4 2025.
  • 113 funds tracked by Wall St. Rank held Pulmonx as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.