New England Capital Financial Advisors’s Butterfly Network BFLY Stock Holding History

New England Capital Financial 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 Q2	$8.42K	Sell	1,000 -5,000	-83%	-$25.9K	﹤0.01%	281
2026 Q1	$24.2K	Buy	6,000 +4,000	+200%	+$15.4K	0.01%	176
2025 Q4	$7.6K	Buy	2,000 +700	+54%	+$1.91K	﹤0.01%	283
2025 Q3	$2.51K	Hold	1,300	–	–	﹤0.01%	340
2025 Q2	$2.6K	Buy	1,300 +600	+86%	+$1.38K	﹤0.01%	332
2025 Q1	$1.6K	Hold	700	–	–	﹤0.01%	320
2024 Q4	$2.18K	Hold	700	–	–	﹤0.01%	317
2024 Q3	$1.24K	Hold	700	–	–	﹤0.01%	337
2024 Q2	$589	Hold	700	–	–	﹤0.01%	357
2024 Q1	$756	Hold	700	–	–	﹤0.01%	348
2023 Q4	$756	Hold	700	–	–	﹤0.01%	352
2023 Q3	$826	Hold	700	–	–	﹤0.01%	346
2023 Q2	$1.61K	Buy	+700	New	+$1.56K	﹤0.01%	324

Other funds holding BFLY

PCM

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New England Capital Financial Advisors's BFLY Position: Q2 2026 in Review

New England Capital Financial Advisors reduced its Butterfly Network (BFLY) stake by 83% in Q2 2026, selling an estimated $25.9K and leaving 1,000 shares worth $8.42K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

New England Capital Financial Advisors first reported a position in BFLY in Q2 2023 and has held it in 13 quarters since. The position peaked at $24.2K in Q1 2026. 72 funds tracked by Wall St. Rank hold BFLY as of Q2 2026.

New England Capital Financial Advisors held 1,000 shares of Butterfly Network worth $8.42K as of Q2 2026.
New England Capital Financial Advisors sold 5,000 Butterfly Network shares in Q2 2026, an estimated $25.9K.
Butterfly Network made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #281 holding.
New England Capital Financial Advisors first reported a position in Butterfly Network in Q2 2023 and has held it in 13 quarters since.
New England Capital Financial Advisors's Butterfly Network position peaked at $24.2K in Q1 2026.
72 funds tracked by Wall St. Rank held Butterfly Network as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.