Sax Wealth Advisors’s Confluent CFLT Stock Holding History

Sax Wealth 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 Q2	–	Sell	-38,208	Closed	-$1.16M	–	540
2026 Q1	$1.16M	Hold	38,208	–	–	0.06%	174
2025 Q4	$1.16M	Buy	38,208 +101	+0.3%	+$2.48K	0.05%	180
2025 Q3	$755K	Buy	38,107 +39	+0.1%	+$816	0.04%	216
2025 Q2	$949K	Buy	38,068 +7	+0%	+$158	0.06%	180
2025 Q1	$892K	Sell	38,061 -8,948	-19%	-$259K	0.06%	154
2024 Q4	$1.31M	Sell	47,009 -772	-2%	-$20.7K	0.1%	98
2024 Q3	$974K	Sell	47,781 -4,186	-8%	-$93.7K	0.09%	93
2024 Q2	$1.53M	Buy	+51,967	New	+$1.49M	0.15%	69

Sax Wealth Advisors's CFLT Position: Q2 2026 in Review

Sax Wealth Advisors sold out of Confluent (CFLT) in Q2 2026, closing a stake of 38,208 shares — an estimated $1.16M sold.

Sax Wealth Advisors first reported a position in CFLT in Q2 2024 and held it in 8 quarters. The position peaked at $1.53M in Q2 2024. 0 funds tracked by Wall St. Rank hold CFLT as of Q2 2026.

Sax Wealth Advisors reported no remaining Confluent position as of Q2 2026 after selling out during the quarter.
Sax Wealth Advisors sold 38,208 Confluent shares in Q2 2026, an estimated $1.16M.
Sax Wealth Advisors first reported a position in Confluent in Q2 2024 and held it in 8 quarters.
Sax Wealth Advisors's Confluent position peaked at $1.53M in Q2 2024.
0 funds tracked by Wall St. Rank held Confluent as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.