AAP
CFLT

Arax Advisory Partners’s Confluent CFLT Stock Holding History

Arax Advisory Partners’s Portfolio CFLT Stock Details CFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-377
Closed -$11.4K – 3884
2025
Q4 		$11.4K Sell
377
-83,078
-100% -$2.04M ﹤0.01% 2397
2025
Q3 		$1.65M Buy
83,455
+81,465
+4,094% +$1.7M 0.02% 511
2025
Q2 		$49.6K Sell
1,990
-856
-30% -$19.3K ﹤0.01% 1239
2025
Q1 		$66.7K Buy
2,846
+2,767
+3,503% +$80.1K ﹤0.01% 853
2024
Q4 		$2.21K Hold
79
– – ﹤0.01% 1989
2024
Q3 		$1.61K Hold
79
– – ﹤0.01% 2124
2024
Q2 		$2.33K Buy
+79
New +$2.27K ﹤0.01% 1916

Other funds holding CFLT

SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Arax Advisory Partners's CFLT Position: Q1 2026 in Review

Arax Advisory Partners sold out of Confluent (CFLT) in Q1 2026, closing a stake of 377 shares — an estimated $11.4K sold.

Arax Advisory Partners first reported a position in CFLT in Q2 2024 and held it in 7 quarters. The position peaked at $1.65M in Q3 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Arax Advisory Partners reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Arax Advisory Partners sold 377 Confluent shares in Q1 2026, an estimated $11.4K.
  • Arax Advisory Partners first reported a position in Confluent in Q2 2024 and held it in 7 quarters.
  • Arax Advisory Partners's Confluent position peaked at $1.65M in Q3 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.