Northwest Wealth Management’s Freshworks FRSH Stock Holding History

Northwest 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	$124K	Buy	+12,257	New	+$109K	0.02%	265

Other funds holding FRSH

WCM

WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

IWM

Inlight Wealth Management Atlanta, Georgia $315M AUM 26.98% 1-Year Est. Return

Lavelle Capital San Francisco, California $232M AUM

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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

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

Northwest Wealth Management opened a new position in Freshworks (FRSH) in Q2 2026: 12,257 shares worth $124K. The stake represents 0.02% of the portfolio and ranks #265 among its holdings.

66 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

Northwest Wealth Management held 12,257 shares of Freshworks worth $124K as of Q2 2026.
Freshworks was a new Northwest Wealth Management position in Q2 2026.
Freshworks made up 0.02% of Northwest Wealth Management's portfolio in Q2 2026, its #265 holding.
66 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

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