Franklin Resources’s NV5 Global NVEE Stock Holding History

Franklin Resources’s Portfolio NVEE Stock Details NVEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-12,286	Closed	-$284K	–	3219
2025 Q2	$284K	Buy	12,286 +298	+2%	+$5.96K	﹤0.01%	2582
2025 Q1	$231K	Buy	11,988 +537	+5%	+$9.83K	﹤0.01%	2613
2024 Q4	$216K	Buy	+11,451	New	+$251K	﹤0.01%	2629
2024 Q3	–	Sell	-11,116	Closed	-$258K	–	2991
2024 Q2	$258K	Buy	11,116 +1,380	+14%	+$32.2K	﹤0.01%	2485
2024 Q1	$239K	Sell	9,736 -24	-0.2%	-$623	﹤0.01%	2535
2023 Q4	$271K	Buy	9,760 +344	+4%	+$8.74K	﹤0.01%	2227
2023 Q3	$227K	Buy	9,416 +696	+8%	+$17.9K	﹤0.01%	2269
2023 Q2	$241K	Buy	+8,720	New	+$214K	﹤0.01%	2299

Other funds holding NVEE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Franklin Resources's NVEE Position: Q3 2025 in Review

Franklin Resources sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 12,286 shares — an estimated $284K sold.

Franklin Resources first reported a position in NVEE in Q2 2023 and held it in 8 quarters. The position peaked at $284K in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

Franklin Resources reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
Franklin Resources sold 12,286 NV5 Global shares in Q3 2025, an estimated $284K.
Franklin Resources first reported a position in NV5 Global in Q2 2023 and held it in 8 quarters.
Franklin Resources's NV5 Global position peaked at $284K in Q2 2025.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Franklin Resources's 13F filing for Q3 2025, filed 13 Nov 2025.