Physician Wealth Advisors’s Freshworks FRSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.71K Buy
169
+106
+168% +$944 ﹤0.01% 1565
2026
Q1
$506 Buy
+63
New +$581 ﹤0.01% 1928

Other funds holding FRSH

Physician Wealth Advisors's FRSH Position: Q2 2026 in Review

Physician Wealth Advisors increased its Freshworks (FRSH) stake by 168% in Q2 2026, buying an estimated $944 and bringing the position to 169 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Physician Wealth Advisors first reported a position in FRSH in Q1 2026 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Physician Wealth Advisors held 169 shares of Freshworks worth $1.71K as of Q2 2026.
  • Physician Wealth Advisors bought 106 Freshworks shares in Q2 2026, an estimated $944.
  • Freshworks made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1565 holding.
  • Physician Wealth Advisors first reported a position in Freshworks in Q1 2026 and has held it in 2 quarters since.
  • 342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.