JFS Wealth Advisors’s Freshpet FRPT Stock Holding History

JFS Wealth Advisors’s Portfolio FRPT Stock Details FRPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$355	Buy	+6	New	+$343	﹤0.01%	2031
2025 Q3	–	Sell	-8	Closed	-$544	–	1921
2025 Q2	$544	Sell	8 -2	-20%	-$156	﹤0.01%	1684
2025 Q1	$832	Sell	10 -1	-9%	-$122	﹤0.01%	1682
2024 Q4	$1.63K	Hold	11	–	–	﹤0.01%	1549
2024 Q3	$1.5K	Hold	11	–	–	﹤0.01%	1591
2024 Q2	$1.42K	Hold	11	–	–	﹤0.01%	1560
2024 Q1	$1.27K	Hold	11	–	–	﹤0.01%	1591
2023 Q4	$955	Buy	11 +3	+38%	+$205	﹤0.01%	1666
2023 Q3	$528	Buy	8 +5	+167%	+$359	﹤0.01%	1740
2023 Q2	$198	Hold	3	–	–	﹤0.01%	1875
2023 Q1	$199	Buy	+3	New	+$184	﹤0.01%	1830

Other funds holding FRPT

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return