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True Wealth Design’s Pulmonx LUNG Stock Holding History

True Wealth Design’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 		$574 Buy
441
+276
+167% +$380 ﹤0.01% 2161
2026
Q1 		$213 Buy
+165
New +$273 ﹤0.01% 2320
2025
Q3 		– Sell
-9
Closed -$24 – 2813
2025
Q2 		$24 Sell
9
-4
-31% -$16 ﹤0.01% 2495
2025
Q1 		$88 Buy
+13
New +$92 ﹤0.01% 2238
2024
Q4 		– Sell
-65
Closed -$539 – 1454
2024
Q3 		$539 Buy
+65
New +$470 ﹤0.01% 1090

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
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
BlackRock
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

True Wealth Design's LUNG Position: Q2 2026 in Review

True Wealth Design increased its Pulmonx (LUNG) stake by 167% in Q2 2026, buying an estimated $380 and bringing the position to 441 shares worth $574. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

True Wealth Design first reported a position in LUNG in Q3 2024 and has held it in 5 quarters since. 108 funds tracked by Wall St. Rank hold LUNG as of Q2 2026.

  • True Wealth Design held 441 shares of Pulmonx worth $574 as of Q2 2026.
  • True Wealth Design bought 276 Pulmonx shares in Q2 2026, an estimated $380.
  • Pulmonx made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2161 holding.
  • True Wealth Design first reported a position in Pulmonx in Q3 2024 and has held it in 5 quarters since.
  • 108 funds tracked by Wall St. Rank held Pulmonx as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.