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Wealth Preservation Advisors’s Freshworks FRSH Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-394
Closed -$3.16K – 392
2026
Q1 		$3.16K Buy
+394
New +$3.63K ﹤0.01% 545

Other funds holding FRSH

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AI
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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 40.89% 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

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

Wealth Preservation Advisors sold out of Freshworks (FRSH) in Q2 2026, closing a stake of 394 shares — an estimated $3.16K sold.

Wealth Preservation Advisors first reported a position in FRSH in Q1 2026 and held it in 1 quarter. The position peaked at $3.16K in Q1 2026. 343 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Freshworks position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 394 Freshworks shares in Q2 2026, an estimated $3.16K.
  • Wealth Preservation Advisors first reported a position in Freshworks in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Freshworks position peaked at $3.16K in Q1 2026.
  • 343 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.