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Private Wealth Management Group’s Freshworks FRSH Stock Holding History

Private Wealth Management Group’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 		$5.04K Hold
498
– – ﹤0.01% 841
2026
Q1 		$4K Buy
498
+358
+256% +$3.3K ﹤0.01% 850
2025
Q4 		$1.72K Sell
140
-138
-50% -$1.63K ﹤0.01% 1131
2025
Q3 		$3.27K Hold
278
– – ﹤0.01% 950
2025
Q2 		$4.14K Hold
278
– – ﹤0.01% 833
2025
Q1 		$3.92K Hold
278
– – ﹤0.01% 815
2024
Q4 		$4.5K Buy
278
+185
+199% +$2.63K ﹤0.01% 787
2024
Q3 		$1.07K Sell
93
-380
-80% -$4.55K ﹤0.01% 1265
2024
Q2 		$6K Buy
473
+231
+95% +$3.46K ﹤0.01% 632
2024
Q1 		$4.41K Buy
242
+75
+45% +$1.55K ﹤0.01% 660
2023
Q4 		$3.92K Buy
+167
New +$3.31K ﹤0.01% 714

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

Private Wealth Management Group's FRSH Position: Q2 2026 in Review

Private Wealth Management Group held its Freshworks (FRSH) position steady in Q2 2026 at 498 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Private Wealth Management Group first reported a position in FRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $6K in Q2 2024. 342 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Private Wealth Management Group held 498 shares of Freshworks worth $5.04K as of Q2 2026.
  • Private Wealth Management Group left its Freshworks share count unchanged in Q2 2026.
  • Freshworks made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #841 holding.
  • Private Wealth Management Group first reported a position in Freshworks in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Freshworks position peaked at $6K in Q2 2024.
  • 342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.