CA
CFLT

Clearstead Advisors’s Confluent CFLT Stock Holding History

Clearstead Advisors’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
-8,052
Closed -$243K – 2355
2025
Q4 		$243K Sell
8,052
-640
-7% -$15.7K ﹤0.01% 879
2025
Q3 		$172K Buy
8,692
+5,691
+190% +$119K ﹤0.01% 913
2025
Q2 		$74.8K Buy
3,001
+665
+28% +$15K ﹤0.01% 1155
2025
Q1 		$54.8K Buy
2,336
+2,000
+595% +$57.9K ﹤0.01% 1150
2024
Q4 		$9.39K Hold
336
– – ﹤0.01% 1587
2024
Q3 		$6.85K Sell
336
-90
-21% -$2.02K ﹤0.01% 1662
2024
Q2 		$12.6K Buy
+426
New +$12.2K ﹤0.01% 1496
2023
Q2 		– Sell
-25
Closed -$602 – 1390
2023
Q1 		$602 Hold
25
– – ﹤0.01% 1284
2022
Q4 		$556 Hold
25
– – ﹤0.01% 1222
2022
Q3 		$1K Hold
25
– – ﹤0.01% 1130
2022
Q2 		$1K Hold
25
– – ﹤0.01% 1159
2022
Q1 		$1K Buy
+25
New +$1.3K ﹤0.01% 1268

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

Clearstead Advisors's CFLT Position: Q1 2026 in Review

Clearstead Advisors sold out of Confluent (CFLT) in Q1 2026, closing a stake of 8,052 shares — an estimated $243K sold.

Clearstead Advisors first reported a position in CFLT in Q1 2022 and held it in 12 quarters. The position peaked at $243K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Clearstead Advisors reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 8,052 Confluent shares in Q1 2026, an estimated $243K.
  • Clearstead Advisors first reported a position in Confluent in Q1 2022 and held it in 12 quarters.
  • Clearstead Advisors's Confluent position peaked at $243K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.