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Bullock Wealth Management’s Freshworks FRSH Stock Holding History

Bullock 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 		– Sell
-101
Closed -$815 – 615
2026
Q1 		$815 Buy
101
+4
+4% +$37 ﹤0.01% 590
2025
Q4 		$1.19K Buy
+97
New +$1.15K ﹤0.01% 555

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HIM
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WCM
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Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Bullock Wealth Management's FRSH Position: Q2 2026 in Review

Bullock Wealth Management sold out of Freshworks (FRSH) in Q2 2026, closing a stake of 101 shares — an estimated $815 sold.

Bullock Wealth Management first reported a position in FRSH in Q4 2025 and held it in 2 quarters. The position peaked at $1.19K in Q4 2025. 343 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Bullock Wealth Management reported no remaining Freshworks position as of Q2 2026 after selling out during the quarter.
  • Bullock Wealth Management sold 101 Freshworks shares in Q2 2026, an estimated $815.
  • Bullock Wealth Management first reported a position in Freshworks in Q4 2025 and held it in 2 quarters.
  • Bullock Wealth Management's Freshworks position peaked at $1.19K in Q4 2025.
  • 343 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.