TWPM
BFLY icon

Total Wealth Planning & Management’s Butterfly Network BFLY Stock Holding History

Total Wealth Planning & 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
2025
Q2 		$21.8K Hold
10,900
– – 0.02% 211
2025
Q1 		$24.9K Buy
+10,900
New +$39K 0.02% 195

Other funds holding BFLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Total Wealth Planning & Management's BFLY Position: Q2 2025 in Review

Total Wealth Planning & Management held its Butterfly Network (BFLY) position steady in Q2 2025 at 10,900 shares worth $21.8K. The position accounts for 0.02% of the portfolio, ranked #211.

Total Wealth Planning & Management first reported a position in BFLY in Q1 2025 and has held it in 2 quarters since. The position peaked at $24.9K in Q1 2025. 189 funds tracked by Wall St. Rank hold BFLY as of Q2 2025.

  • Total Wealth Planning & Management held 10,900 shares of Butterfly Network worth $21.8K as of Q2 2025.
  • Total Wealth Planning & Management left its Butterfly Network share count unchanged in Q2 2025.
  • Butterfly Network made up 0.02% of Total Wealth Planning & Management's portfolio in Q2 2025, its #211 holding.
  • Total Wealth Planning & Management first reported a position in Butterfly Network in Q1 2025 and has held it in 2 quarters since.
  • Total Wealth Planning & Management's Butterfly Network position peaked at $24.9K in Q1 2025.
  • 189 funds tracked by Wall St. Rank held Butterfly Network as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.