Carson Wealth (CWM LLC)
CFLT

Carson Wealth (CWM LLC)’s Confluent CFLT Stock Holding History

Carson Wealth (CWM LLC)’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
-260,369
Closed -$7.87M – 5698
2025
Q4 		$7.87M Buy
260,369
+77,097
+42% +$1.89M 0.02% 601
2025
Q3 		$3.63M Buy
183,272
+176,703
+2,690% +$3.7M 0.01% 846
2025
Q2 		$164K Sell
6,569
-5,385
-45% -$121K ﹤0.01% 2345
2025
Q1 		$280K Sell
11,954
-8,449
-41% -$245K ﹤0.01% 1710
2024
Q4 		$570K Buy
20,403
+11,806
+137% +$316K ﹤0.01% 1330
2024
Q3 		$175K Sell
8,597
-1,502
-15% -$33.6K ﹤0.01% 1826
2024
Q2 		$298K Buy
10,099
+1,515
+18% +$43.5K ﹤0.01% 1400
2024
Q1 		$262K Sell
8,584
-110
-1% -$3.1K ﹤0.01% 1393
2023
Q4 		$203K Buy
8,694
+2,271
+35% +$54.9K ﹤0.01% 1420
2023
Q3 		$190K Buy
6,423
+222
+4% +$7.44K ﹤0.01% 1334
2023
Q2 		$219K Buy
6,201
+2,205
+55% +$61.7K ﹤0.01% 1218
2023
Q1 		$96K Sell
3,996
-1,699
-30% -$39.4K ﹤0.01% 1509
2022
Q4 		$127K Buy
5,695
+3,538
+164% +$82K ﹤0.01% 1271
2022
Q3 		$51K Buy
2,157
+2,137
+10,685% +$57.6K ﹤0.01% 1641
2022
Q2 		$0 Buy
+20
New +$538 ﹤0.01% 3812

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

Carson Wealth (CWM LLC)'s CFLT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Confluent (CFLT) in Q1 2026, closing a stake of 260,369 shares — an estimated $7.87M sold.

Carson Wealth (CWM LLC) first reported a position in CFLT in Q2 2022 and held it in 15 quarters. The position peaked at $7.87M in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 260,369 Confluent shares in Q1 2026, an estimated $7.87M.
  • Carson Wealth (CWM LLC) first reported a position in Confluent in Q2 2022 and held it in 15 quarters.
  • Carson Wealth (CWM LLC)'s Confluent position peaked at $7.87M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.