Wealth Enhancement Advisory Services
FRSH icon

Wealth Enhancement Advisory Services’s Freshworks FRSH Stock Holding History

Wealth Enhancement Advisory 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 		$3.32M Buy
364,640
+244,354
+203% +$2.18M 0.01% 1253
2026
Q1 		$872K Buy
120,286
+40,537
+51% +$374K ﹤0.01% 1903
2025
Q4 		$940K Buy
79,749
+57,860
+264% +$684K ﹤0.01% 2002
2025
Q3 		$245K Sell
21,889
-3,366
-13% -$45.3K ﹤0.01% 2951
2025
Q2 		$384K Sell
25,255
-1,623
-6% -$23.4K ﹤0.01% 2427
2025
Q1 		$379K Buy
26,878
+15,092
+128% +$253K ﹤0.01% 2252
2024
Q4 		$191K Buy
11,786
+408
+4% +$5.8K ﹤0.01% 2700
2024
Q3 		$131K Sell
11,378
-294
-3% -$3.52K ﹤0.01% 2514
2024
Q2 		$148K Buy
11,672
+597
+5% +$8.93K ﹤0.01% 2346
2024
Q1 		$202K Sell
11,075
-156
-1% -$3.23K ﹤0.01% 2194
2023
Q4 		$264K Sell
11,231
-191
-2% -$3.78K ﹤0.01% 1903
2023
Q3 		$228K Buy
+11,422
New +$227K ﹤0.01% 1925

Other funds holding FRSH

WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LC
Lavelle Capital San Francisco, California $232M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services's FRSH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Freshworks (FRSH) stake by 203% in Q2 2026, buying an estimated $2.18M and bringing the position to 364,640 shares worth $3.32M. The position accounts for 0.01% of the portfolio, ranked #1253.

Wealth Enhancement Advisory Services first reported a position in FRSH in Q3 2023 and has held it in 12 quarters since. 37 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Wealth Enhancement Advisory Services held 364,640 shares of Freshworks worth $3.32M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 244,354 Freshworks shares in Q2 2026, an estimated $2.18M.
  • Freshworks made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1253 holding.
  • Wealth Enhancement Advisory Services first reported a position in Freshworks in Q3 2023 and has held it in 12 quarters since.
  • 37 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.