PWM
CFLT

Parkworth Wealth Management’s Confluent CFLT Stock Holding History

Parkworth Wealth 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
2025
Q2 		$25 Hold
1
– – ﹤0.01% 1331
2025
Q1 		$23 Hold
1
– – ﹤0.01% 1199
2024
Q4 		$28 Buy
+1
New +$27 ﹤0.01% 1225

Other funds holding CFLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Parkworth Wealth Management's CFLT Position: Q2 2025 in Review

Parkworth Wealth Management held its Confluent (CFLT) position steady in Q2 2025 at 1 share worth $25. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Parkworth Wealth Management first reported a position in CFLT in Q4 2024 and has held it in 3 quarters since. The position peaked at $28 in Q4 2024. 396 funds tracked by Wall St. Rank hold CFLT as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Confluent worth $25 as of Q2 2025.
  • Parkworth Wealth Management left its Confluent share count unchanged in Q2 2025.
  • Confluent made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1331 holding.
  • Parkworth Wealth Management first reported a position in Confluent in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Confluent position peaked at $28 in Q4 2024.
  • 396 funds tracked by Wall St. Rank held Confluent as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.