HighTower Advisors

HighTower Advisors’s Butterfly Network BFLY Stock Holding History

HighTower Advisors’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	$74K	Sell	18,320 -2,983	-14%	-$11.5K	﹤0.01%	3669
2025 Q4	$81K	Buy	+21,303	New	+$58K	﹤0.01%	3532
2023 Q3	–	Sell	-69,056	Closed	-$158K	–	3583
2023 Q2	$158K	Sell	69,056 -1,203	-2%	-$2.69K	﹤0.01%	2944
2023 Q1	$132K	Sell	70,259 -430	-0.6%	-$1K	﹤0.01%	2875
2022 Q4	$172K	Sell	70,689 -14,807	-17%	-$53.1K	﹤0.01%	2816
2022 Q3	$402K	Sell	85,496 -54,253	-39%	-$286K	﹤0.01%	2163
2022 Q2	$428K	Sell	139,749 -2,150	-2%	-$7.42K	﹤0.01%	2142
2022 Q1	$676K	Sell	141,899 -823	-0.6%	-$4.52K	﹤0.01%	1983
2021 Q4	$956K	Sell	142,722 -395	-0.3%	-$3.47K	﹤0.01%	1785
2021 Q3	$1.5M	Buy	143,117 +2,963	+2%	+$34.2K	﹤0.01%	1427
2021 Q2	$2.03M	Sell	140,154 -1,425	-1%	-$19.2K	0.01%	1215
2021 Q1	$2.38M	Buy	+141,579	New	+$2.8M	0.01%	1043
2020 Q4	–	Sell	-117,981	Closed	-$1.16M	–	2610
2020 Q3	$1.16M	Buy	+117,981	New	+$1.17M	0.01%	1139

Other funds holding BFLY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Glenview Capital Management New York $3.69B AUM 20.52% 1-Year Est. Return

Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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