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Pulmonx Corp shares owned by UMA Financial Services

Quarter-by-quarter ownership of Pulmonx Corp (LUNG) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Pulmonx Corp

Tip: Access up to 7 years of quarterly data

All positions including Pulmonx Corp held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pulmonx Corp by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1k 855 1.29

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
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Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for UMA Financial Services

Top funds holding Pulmonx Corp

PRIMECAP Management Company
Morgan Stanley
Soleus Capital Management
BlackRock
Vanguard Group
Vanguard Capital Management
Silvercrest Asset Management Group
Bank of America Corporation
Deutsche Bank Aktiengesellschaft
Geode Capital Management
State Street Corporation
Braidwell
Parkman Healthcare Partners
Vanguard Portfolio Management
Stonepine Capital Management

View all funds holding Pulmonx Corp