DPW
CFLT

DiNuzzo Private Wealth’s Confluent CFLT Stock Holding History

DiNuzzo Private Wealth’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
-1
Closed -$31 – 1353
2025
Q4 		$31 Hold
1
– – ﹤0.01% 1351
2025
Q3 		$20 Sell
1
-1
-50% -$21 ﹤0.01% 1362
2025
Q2 		$50 Hold
2
– – ﹤0.01% 1332
2025
Q1 		$47 Hold
2
– – ﹤0.01% 1335
2024
Q4 		$56 Hold
2
– – ﹤0.01% 1369
2024
Q3 		$41 Hold
2
– – ﹤0.01% 1410
2024
Q2 		$60 Hold
2
– – ﹤0.01% 1371
2024
Q1 		$62 Sell
2
-3
-60% -$85 ﹤0.01% 1323
2023
Q4 		$117 Buy
+5
New +$121 ﹤0.01% 1302

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

DiNuzzo Private Wealth's CFLT Position: Q1 2026 in Review

DiNuzzo Private Wealth sold out of Confluent (CFLT) in Q1 2026, closing a stake of 1 share — an estimated $31 sold.

DiNuzzo Private Wealth first reported a position in CFLT in Q4 2023 and held it in 9 quarters. The position peaked at $117 in Q4 2023. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • DiNuzzo Private Wealth reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 1 Confluent share in Q1 2026, an estimated $31.
  • DiNuzzo Private Wealth first reported a position in Confluent in Q4 2023 and held it in 9 quarters.
  • DiNuzzo Private Wealth's Confluent position peaked at $117 in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q1 2026, filed 8 Apr 2026.