Universal-Beteiligungs- und Servicegesellschaft’s Confluent CFLT Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	-46,712	Closed	-$1.41M	–	2077
2025 Q4	$1.41M	Buy	46,712 +12,660	+37%	+$311K	﹤0.01%	1385
2025 Q3	$674K	Sell	34,052 -52,431	-61%	-$1.1M	﹤0.01%	1671
2025 Q2	$2.16M	Sell	86,483 -137,274	-61%	-$3.09M	﹤0.01%	1210
2025 Q1	$5.24M	Buy	+223,757	New	+$6.48M	0.01%	789

Other funds holding CFLT

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Universal-Beteiligungs- und Servicegesellschaft's CFLT Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft sold out of Confluent (CFLT) in Q1 2026, closing a stake of 46,712 shares — an estimated $1.41M sold.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in CFLT in Q1 2025 and held it in 4 quarters. The position peaked at $5.24M in Q1 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

Universal-Beteiligungs- und Servicegesellschaft reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
Universal-Beteiligungs- und Servicegesellschaft sold 46,712 Confluent shares in Q1 2026, an estimated $1.41M.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Confluent in Q1 2025 and held it in 4 quarters.
Universal-Beteiligungs- und Servicegesellschaft's Confluent position peaked at $5.24M in Q1 2025.
4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.