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Pinnacle Wealth Planning Services’s Freshworks FRSH Stock Holding History

Pinnacle Wealth Planning Services’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 		$8.62K Buy
852
+831
+3,957% +$7.4K ﹤0.01% 2127
2026
Q1 		$169 Sell
21
-1
-5% -$9 ﹤0.01% 2699
2025
Q4 		$270 Buy
+22
New +$260 ﹤0.01% 2696

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

Pinnacle Wealth Planning Services's FRSH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Freshworks (FRSH) stake by 3,957% in Q2 2026, buying an estimated $7.4K and bringing the position to 852 shares worth $8.62K. The position accounts for ﹤0.01% of the portfolio, ranked #2127.

Pinnacle Wealth Planning Services first reported a position in FRSH in Q4 2025 and has held it in 3 quarters since. 342 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Pinnacle Wealth Planning Services held 852 shares of Freshworks worth $8.62K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 831 Freshworks shares in Q2 2026, an estimated $7.4K.
  • Freshworks made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2127 holding.
  • Pinnacle Wealth Planning Services first reported a position in Freshworks in Q4 2025 and has held it in 3 quarters since.
  • 342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.