Wealth Preservation Advisors’s Pulmonx LUNG Stock Holding History

Wealth Preservation Advisors’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	–	Sell	-73	Closed	-$94	–	560
2026 Q1	$94	Buy	+73	New	+$121	﹤0.01%	939

Other funds holding LUNG

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

ECM

ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

Wealth Preservation Advisors's LUNG Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Pulmonx (LUNG) in Q2 2026, closing a stake of 73 shares — an estimated $94 sold.

Wealth Preservation Advisors first reported a position in LUNG in Q1 2026 and held it in 1 quarter. The position peaked at $94 in Q1 2026. 108 funds tracked by Wall St. Rank hold LUNG as of Q2 2026.

Wealth Preservation Advisors reported no remaining Pulmonx position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 73 Pulmonx shares in Q2 2026, an estimated $94.
Wealth Preservation Advisors first reported a position in Pulmonx in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's Pulmonx position peaked at $94 in Q1 2026.
108 funds tracked by Wall St. Rank held Pulmonx as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.