WETS
FRSH icon

Wealth Enhancement Trust Services’s Freshworks FRSH Stock Holding History

Wealth Enhancement Trust 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 		$2.96K Buy
+292
New +$2.6K ﹤0.01% 937

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Freshworks (FRSH) in Q2 2026: 292 shares worth $2.96K. The stake represents ﹤0.01% of the portfolio and ranks #937 among its holdings.

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

  • Wealth Enhancement Trust Services held 292 shares of Freshworks worth $2.96K as of Q2 2026.
  • Freshworks was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Freshworks made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #937 holding.
  • 235 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

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