Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Stifel Financial’s
Pulmonx
LUNG
Stock Holding History
Stifel Financial’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
2025
Q4
–
Sell
-14,599
Closed
-$23.6K
–
3647
2025
Q3
$23.6K
Sell
14,599
-4,638
-24%
-$9.7K
﹤0.01%
3514
2025
Q2
$49.8K
Buy
+19,237
New
+$75.9K
﹤0.01%
3415
2025
Q1
–
Sell
-11,900
Closed
-$80.8K
–
3492
2024
Q4
$80.8K
Buy
+11,900
New
+$78.4K
﹤0.01%
3275
2023
Q1
–
Sell
-14,360
Closed
-$121K
–
3389
2022
Q4
$121K
Buy
+14,360
New
+$137K
﹤0.01%
3102
2022
Q2
–
Sell
-8,410
Closed
-$209K
–
3412
2022
Q1
$209K
Buy
8,410
+1,740
+26%
+$44.9K
﹤0.01%
3104
2021
Q4
$214K
Sell
6,670
-380
-5%
-$13.9K
﹤0.01%
3115
2021
Q3
$254K
Buy
7,050
+210
+3%
+$8.26K
﹤0.01%
3005
2021
Q2
$302K
Buy
+6,840
New
+$298K
﹤0.01%
2896
Other funds holding LUNG
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
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
SCM
Soleus Capital Management
Greenwich, Connecticut
$2.47B AUM
115.63%
1-Year Est. Return
ECM
ExodusPoint Capital Management
New York
$10.1B AUM
30.13%
1-Year Est. Return
SAM
Silvercrest Asset Management
New York
$13.8B AUM
28.39%
1-Year Est. Return
Deutsche Bank
Frankfurt Am Main Ge, Germany
$303B AUM
30.15%
1-Year Est. Return
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close