WPA
FRSH icon

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
Q1 		$3.16K Buy
+394
New +$3.63K ﹤0.01% 545

Other funds holding FRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PXPO
Peak XV Partners Operations Trianon, Mauritius $110M AUM 43.09% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealth Preservation Advisors's FRSH Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Freshworks (FRSH) in Q1 2026: 394 shares worth $3.16K. The stake represents ﹤0.01% of the portfolio and ranks #545 among its holdings.

327 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

  • Wealth Preservation Advisors held 394 shares of Freshworks worth $3.16K as of Q1 2026.
  • Freshworks was a new Wealth Preservation Advisors position in Q1 2026.
  • Freshworks made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #545 holding.
  • 327 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.