Stifel Financial
LUNG icon

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
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Stifel Financial's LUNG Position: Q4 2025 in Review

Stifel Financial sold out of Pulmonx (LUNG) in Q4 2025, closing a stake of 14,599 shares — an estimated $23.6K sold.

Stifel Financial first reported a position in LUNG in Q2 2021 and held it in 8 quarters. The position peaked at $302K in Q2 2021. 112 funds tracked by Wall St. Rank hold LUNG as of Q4 2025.

  • Stifel Financial reported no remaining Pulmonx position as of Q4 2025 after selling out during the quarter.
  • Stifel Financial sold 14,599 Pulmonx shares in Q4 2025, an estimated $23.6K.
  • Stifel Financial first reported a position in Pulmonx in Q2 2021 and held it in 8 quarters.
  • Stifel Financial's Pulmonx position peaked at $302K in Q2 2021.
  • 112 funds tracked by Wall St. Rank held Pulmonx as of Q4 2025.

Based on Stifel Financial's 13F filing for Q4 2025, filed 13 Feb 2026.