Creative Planning
BFLY icon

Creative Planning’s Butterfly Network BFLY Stock Holding History

Creative Planning’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 		$199K Buy
49,341
+13,183
+36% +$50.9K ﹤0.01% 3737
2025
Q4 		$137K Buy
36,158
+15,805
+78% +$43K ﹤0.01% 3653
2025
Q3 		$39.3K Sell
20,353
-5,425
-21% -$9.22K ﹤0.01% 3778
2025
Q2 		$51.6K Buy
25,778
+190
+0.7% +$436 ﹤0.01% 3518
2025
Q1 		$58.3K Buy
25,588
+2,163
+9% +$7.73K ﹤0.01% 3331
2024
Q4 		$73.1K Buy
23,425
+5,201
+29% +$13.5K ﹤0.01% 3201
2024
Q3 		$32.3K Sell
18,224
-1,579
-8% -$1.98K ﹤0.01% 3124
2024
Q2 		$16.6K Buy
19,803
+2,835
+17% +$2.65K ﹤0.01% 2995
2024
Q1 		$18.3K Sell
16,968
-1,494
-8% -$1.6K ﹤0.01% 2843
2023
Q4 		$19.9K Sell
18,462
-974
-5% -$964 ﹤0.01% 2698
2023
Q3 		$22.9K Sell
19,436
-5,219
-21% -$10.1K ﹤0.01% 2581
2023
Q2 		$56.7K Buy
24,655
+5,298
+27% +$11.8K ﹤0.01% 2427
2023
Q1 		$36.4K Sell
19,357
-2,100
-10% -$4.91K ﹤0.01% 2376
2022
Q4 		$52.8K Buy
21,457
+2,501
+13% +$8.98K ﹤0.01% 2219
2022
Q3 		$89K Buy
18,956
+8,201
+76% +$43.3K ﹤0.01% 2043
2022
Q2 		$33K Buy
+10,755
New +$37.1K ﹤0.01% 2094
2021
Q2 		– Sell
-14,860
Closed -$250K – 2118
2021
Q1 		$250K Buy
14,860
+2,643
+22% +$52.3K ﹤0.01% 1912
2020
Q4 		$242K Buy
+12,217
New +$156K ﹤0.01% 1757

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

Creative Planning's BFLY Position: Q1 2026 in Review

Creative Planning increased its Butterfly Network (BFLY) stake by 36% in Q1 2026, buying an estimated $50.9K and bringing the position to 49,341 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #3737.

Creative Planning first reported a position in BFLY in Q4 2020 and has held it in 18 quarters since. The position peaked at $250K in Q1 2021. 239 funds tracked by Wall St. Rank hold BFLY as of Q1 2026.

  • Creative Planning held 49,341 shares of Butterfly Network worth $199K as of Q1 2026.
  • Creative Planning bought 13,183 Butterfly Network shares in Q1 2026, an estimated $50.9K.
  • Butterfly Network made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3737 holding.
  • Creative Planning first reported a position in Butterfly Network in Q4 2020 and has held it in 18 quarters since.
  • Creative Planning's Butterfly Network position peaked at $250K in Q1 2021.
  • 239 funds tracked by Wall St. Rank held Butterfly Network as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.