PWM
BFLY icon

Palumbo Wealth Management’s Butterfly Network BFLY Stock Holding History

Palumbo Wealth Management’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 		$1.46M Sell
360,328
-52,989
-13% -$205K 0.36% 54
2025
Q4 		$1.57M Buy
413,317
+267,238
+183% +$727K 0.39% 50
2025
Q3 		$282K Buy
146,079
+59,159
+68% +$101K 0.09% 138
2025
Q2 		$174K Buy
86,920
+2,302
+3% +$5.29K 0.05% 186
2025
Q1 		$193K Buy
84,618
+11,248
+15% +$40.2K 0.06% 166
2024
Q4 		$229K Buy
73,370
+61,688
+528% +$161K 0.09% 142
2024
Q3 		$20.7K Buy
+11,682
New +$14.6K 0.01% 158

Other funds holding BFLY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.69B 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