Carson Wealth (CWM LLC)
BFLY icon

Carson Wealth (CWM LLC)’s Butterfly Network BFLY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BFLY Stock Details BFLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.8K Buy
4,397
+1,081
+33% +$4.17K ﹤0.01% 4485
2025
Q4 		$13K Buy
3,316
+736
+29% +$2K ﹤0.01% 4404
2025
Q3 		$5K Buy
+2,580
New +$4.38K ﹤0.01% 4713
2024
Q3 		– Sell
-790
Closed -$1K – 4831
2024
Q2 		$1K Buy
790
+136
+21% +$127 ﹤0.01% 4315
2024
Q1 		$1K Sell
654
-2,449
-79% -$2.63K ﹤0.01% 4078
2023
Q4 		$3K Buy
3,103
+100
+3% +$99 ﹤0.01% 3664
2023
Q3 		$4K Sell
3,003
-2,200
-42% -$4.26K ﹤0.01% 3531
2023
Q2 		$12K Buy
5,203
+36
+0.7% +$80 ﹤0.01% 2964
2023
Q1 		$10K Buy
5,167
+190
+4% +$444 ﹤0.01% 2928
2022
Q4 		$12K Sell
4,977
-1,018
-17% -$3.65K ﹤0.01% 2681
2022
Q3 		$28K Buy
5,995
+415
+7% +$2.19K ﹤0.01% 1995
2022
Q2 		$17K Buy
5,580
+1,752
+46% +$6.05K ﹤0.01% 2214
2022
Q1 		$18K Buy
3,828
+3,168
+480% +$17.4K ﹤0.01% 2129
2021
Q4 		$4K Buy
+660
New +$5.8K ﹤0.01% 2798
2021
Q2 		$3K Hold
200
– – ﹤0.01% 2497
2021
Q1 		$3K Hold
200
– – ﹤0.01% 2497
2020
Q4 		$3K Hold
200
– – ﹤0.01% 2497
2020
Q3 		$3K Buy
+200
New +$1.98K ﹤0.01% 2497

Other funds holding BFLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BFLY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Butterfly Network (BFLY) stake by 33% in Q1 2026, buying an estimated $4.17K and bringing the position to 4,397 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4485.

Carson Wealth (CWM LLC) first reported a position in BFLY in Q3 2020 and has held it in 18 quarters since. The position peaked at $28K in Q3 2022. 239 funds tracked by Wall St. Rank hold BFLY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,397 shares of Butterfly Network worth $17.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,081 Butterfly Network shares in Q1 2026, an estimated $4.17K.
  • Butterfly Network made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4485 holding.
  • Carson Wealth (CWM LLC) first reported a position in Butterfly Network in Q3 2020 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Butterfly Network position peaked at $28K in Q3 2022.
  • 239 funds tracked by Wall St. Rank held Butterfly Network as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.