Morgan Stanley
CFLT

Morgan Stanley’s Confluent CFLT Stock Holding History

Morgan Stanley’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
-4,567,873
Closed -$138M – 8328
2025
Q4 		$138M Buy
4,567,873
+2,548,388
+126% +$62.6M 0.01% 1181
2025
Q3 		$40M Buy
2,019,485
+5,074
+0.3% +$106K ﹤0.01% 2202
2025
Q2 		$50.2M Sell
2,014,411
-781,784
-28% -$17.6M ﹤0.01% 1928
2025
Q1 		$65.5M Buy
2,796,195
+1,276,658
+84% +$37M ﹤0.01% 1571
2024
Q4 		$42.5M Sell
1,519,537
-584,350
-28% -$15.7M ﹤0.01% 1980
2024
Q3 		$42.9M Sell
2,103,887
-202,021
-9% -$4.52M ﹤0.01% 1980
2024
Q2 		$68.1M Sell
2,305,908
-1,191,508
-34% -$34.2M 0.01% 1461
2024
Q1 		$107M Sell
3,497,416
-6,669,020
-66% -$188M 0.01% 1143
2023
Q4 		$238M Buy
10,166,436
+8,444,922
+491% +$204M 0.01% 1047
2023
Q3 		$51M Sell
1,721,514
-941,296
-35% -$31.5M 0.01% 1561
2023
Q2 		$94M Buy
2,662,810
+593,168
+29% +$16.6M 0.01% 1134
2023
Q1 		$49.8M Sell
2,069,642
-1,005,737
-33% -$23.3M 0.01% 1547
2022
Q4 		$68.4M Buy
3,075,379
+990,987
+48% +$23M 0.01% 1264
2022
Q3 		$49.5M Buy
2,084,392
+9,721
+0.5% +$262K 0.01% 1318
2022
Q2 		$48.2M Buy
2,074,671
+123,416
+6% +$3.32M 0.01% 1390
2022
Q1 		$80M Buy
1,951,255
+225,613
+13% +$11.8M 0.01% 1005
2021
Q4 		$132M Buy
1,725,642
+902,858
+110% +$65.1M 0.02% 739
2021
Q3 		$49.1M Buy
822,784
+55,377
+7% +$2.88M 0.01% 1303
2021
Q2 		$36.5M Buy
+767,407
New +$37.1M ﹤0.01% 1567

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

Morgan Stanley's CFLT Position: Q1 2026 in Review

Morgan Stanley sold out of Confluent (CFLT) in Q1 2026, closing a stake of 4,567,873 shares — an estimated $138M sold.

Morgan Stanley first reported a position in CFLT in Q2 2021 and held it in 19 quarters. The position peaked at $238M in Q4 2023. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Morgan Stanley reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Morgan Stanley sold 4,567,873 Confluent shares in Q1 2026, an estimated $138M.
  • Morgan Stanley first reported a position in Confluent in Q2 2021 and held it in 19 quarters.
  • Morgan Stanley's Confluent position peaked at $238M in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.