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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Freshworks FRSH Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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
Q3 		– Sell
-118
Closed -$1.19K – 1892
2026
Q2 		$1.19K Hold
118
– – ﹤0.01% 2168
2026
Q1 		$948 Sell
118
-7
-6% -$65 ﹤0.01% 2246
2025
Q4 		$1.53K Buy
+125
New +$1.48K ﹤0.01% 2208

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Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s FRSH Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Freshworks (FRSH) in Q3 2026, closing a stake of 118 shares — an estimated $1.19K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in FRSH in Q4 2025 and held it in 3 quarters. The position peaked at $1.53K in Q4 2025. 272 funds tracked by Wall St. Rank hold FRSH as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Freshworks position as of Q3 2026 after selling out during the quarter.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 118 Freshworks shares in Q3 2026, an estimated $1.19K.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Freshworks in Q4 2025 and held it in 3 quarters.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Freshworks position peaked at $1.53K in Q4 2025.
  • 272 funds tracked by Wall St. Rank held Freshworks as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.