VWA
CFLT

VSM Wealth Advisory’s Confluent CFLT Stock Holding History

VSM Wealth Advisory’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
Q4 		– Sell
-800
Closed -$15.8K – 451
2025
Q3 		$15.8K Buy
800
+300
+60% +$6.27K ﹤0.01% 299
2025
Q2 		$12.5K Sell
500
-131
-21% -$2.95K ﹤0.01% 359
2025
Q1 		$14.8K Buy
+631
New +$18.3K 0.01% 307

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

VSM Wealth Advisory's CFLT Position: Q4 2025 in Review

VSM Wealth Advisory sold out of Confluent (CFLT) in Q4 2025, closing a stake of 800 shares — an estimated $15.8K sold.

VSM Wealth Advisory first reported a position in CFLT in Q1 2025 and held it in 3 quarters. The position peaked at $15.8K in Q3 2025. 426 funds tracked by Wall St. Rank hold CFLT as of Q4 2025.

  • VSM Wealth Advisory reported no remaining Confluent position as of Q4 2025 after selling out during the quarter.
  • VSM Wealth Advisory sold 800 Confluent shares in Q4 2025, an estimated $15.8K.
  • VSM Wealth Advisory first reported a position in Confluent in Q1 2025 and held it in 3 quarters.
  • VSM Wealth Advisory's Confluent position peaked at $15.8K in Q3 2025.
  • 426 funds tracked by Wall St. Rank held Confluent as of Q4 2025.

Based on VSM Wealth Advisory's 13F filing for Q4 2025, filed 6 Feb 2026.