Envestnet Asset Management
CFLT

Envestnet Asset Management’s Confluent CFLT Stock Holding History

Envestnet Asset Management’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
-7,568
Closed -$229K – 4730
2025
Q4 		$229K Sell
7,568
-69,344
-90% -$1.7M ﹤0.01% 4192
2025
Q3 		$1.52M Sell
76,912
-22,715
-23% -$475K ﹤0.01% 3073
2025
Q2 		$2.48M Sell
99,627
-9,790
-9% -$221K ﹤0.01% 2680
2025
Q1 		$2.56M Sell
109,417
-9,904
-8% -$287K ﹤0.01% 2561
2024
Q4 		$3.34M Buy
119,321
+9,140
+8% +$245K ﹤0.01% 2363
2024
Q3 		$2.25M Buy
110,181
+82,681
+301% +$1.85M ﹤0.01% 2571
2024
Q2 		$812K Buy
27,500
+2,522
+10% +$72.5K ﹤0.01% 3159
2024
Q1 		$762K Sell
24,978
-20,229
-45% -$571K ﹤0.01% 3198
2023
Q4 		$1.06M Sell
45,207
-24,180
-35% -$584K ﹤0.01% 2907
2023
Q3 		$2.05M Buy
69,387
+41,121
+145% +$1.38M ﹤0.01% 2359
2023
Q2 		$998K Buy
28,266
+9,645
+52% +$270K ﹤0.01% 2747
2023
Q1 		$448K Buy
+18,621
New +$432K ﹤0.01% 3212
2022
Q4 		– Sell
-8,560
Closed -$203K – 3962
2022
Q3 		$203K Buy
+8,560
New +$231K ﹤0.01% 3577
2022
Q1 		– Sell
-9,689
Closed -$739K – 3950
2021
Q4 		$739K Buy
+9,689
New +$699K ﹤0.01% 2825

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

Envestnet Asset Management's CFLT Position: Q1 2026 in Review

Envestnet Asset Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 7,568 shares — an estimated $229K sold.

Envestnet Asset Management first reported a position in CFLT in Q4 2021 and held it in 14 quarters. The position peaked at $3.34M in Q4 2024. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Envestnet Asset Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 7,568 Confluent shares in Q1 2026, an estimated $229K.
  • Envestnet Asset Management first reported a position in Confluent in Q4 2021 and held it in 14 quarters.
  • Envestnet Asset Management's Confluent position peaked at $3.34M in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.