MCM
CFLT

MV Capital Management’s Confluent CFLT Stock Holding History

MV Capital 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
-3
Closed -$91 – 1203
2025
Q4 		$91 Buy
3
+1
+50% +$25 ﹤0.01% 1110
2025
Q3 		$40 Sell
2
-17
-89% -$356 ﹤0.01% 1053
2025
Q2 		$474 Sell
19
-8
-30% -$180 ﹤0.01% 855
2025
Q1 		$633 Buy
27
+4
+17% +$116 ﹤0.01% 798
2024
Q4 		$644 Buy
23
+3
+15% +$80 ﹤0.01% 786
2024
Q3 		$408 Buy
20
+14
+233% +$313 ﹤0.01% 823
2024
Q2 		$178 Buy
+6
New +$172 ﹤0.01% 815

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

MV Capital Management's CFLT Position: Q1 2026 in Review

MV Capital Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 3 shares — an estimated $91 sold.

MV Capital Management first reported a position in CFLT in Q2 2024 and held it in 7 quarters. The position peaked at $644 in Q4 2024. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • MV Capital Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • MV Capital Management sold 3 Confluent shares in Q1 2026, an estimated $91.
  • MV Capital Management first reported a position in Confluent in Q2 2024 and held it in 7 quarters.
  • MV Capital Management's Confluent position peaked at $644 in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.