GIA
CFLT

GHP Investment Advisors’s Confluent CFLT Stock Holding History

GHP Investment 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
-5
Closed -$152 – 1441
2025
Q4 		$152 Buy
+5
New +$123 ﹤0.01% 962

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

GHP Investment Advisors's CFLT Position: Q1 2026 in Review

GHP Investment Advisors sold out of Confluent (CFLT) in Q1 2026, closing a stake of 5 shares — an estimated $152 sold.

GHP Investment Advisors first reported a position in CFLT in Q4 2025 and held it in 1 quarter. The position peaked at $152 in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • GHP Investment Advisors reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • GHP Investment Advisors sold 5 Confluent shares in Q1 2026, an estimated $152.
  • GHP Investment Advisors first reported a position in Confluent in Q4 2025 and held it in 1 quarter.
  • GHP Investment Advisors's Confluent position peaked at $152 in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on GHP Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.