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Bay Harbor Wealth Management’s Freshworks FRSH Stock Holding History

Bay Harbor Wealth Management’s Portfolio FRSH Stock Details FRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10 Hold
1
– – ﹤0.01% 1288
2026
Q1 		$8 Sell
1
-4
-80% -$37 ﹤0.01% 1295
2025
Q4 		$61 Buy
5
+4
+400% +$47 ﹤0.01% 1250
2025
Q3 		$11 Buy
+1
New +$13 ﹤0.01% 1285

Other funds holding FRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HIM
Haveli Investment Management Austin, Texas $180M AUM
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bay Harbor Wealth Management's FRSH Position: Q2 2026 in Review

Bay Harbor Wealth Management held its Freshworks (FRSH) position steady in Q2 2026 at 1 share worth $10. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Bay Harbor Wealth Management first reported a position in FRSH in Q3 2025 and has held it in 4 quarters since. The position peaked at $61 in Q4 2025. 342 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Bay Harbor Wealth Management held 1 share of Freshworks worth $10 as of Q2 2026.
  • Bay Harbor Wealth Management left its Freshworks share count unchanged in Q2 2026.
  • Freshworks made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1288 holding.
  • Bay Harbor Wealth Management first reported a position in Freshworks in Q3 2025 and has held it in 4 quarters since.
  • Bay Harbor Wealth Management's Freshworks position peaked at $61 in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.