Manske Wealth Management’s Franklin Universal Trust FT Stock Holding History

Manske Wealth Management’s Portfolio FT Stock Details FT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$144K	Hold	17,932	–	–	0.04%	209
2025 Q4	$143K	Sell	17,932 -1,000	-5%	-$8K	0.04%	209
2025 Q3	$152K	Sell	18,932 -1,186	-6%	-$9.33K	0.05%	199
2025 Q2	$153K	Sell	20,118 -500	-2%	-$3.7K	0.05%	193
2025 Q1	$155K	Sell	20,618 -1,099	-5%	-$8.26K	0.06%	173
2024 Q4	$159K	Buy	+21,717	New	+$163K	0.06%	166

Other funds holding FT

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Manske Wealth Management's FT Position: Q1 2026 in Review

Manske Wealth Management held its Franklin Universal Trust (FT) position steady in Q1 2026 at 17,932 shares worth $144K. The position accounts for 0.04% of the portfolio, ranked #209.

Manske Wealth Management first reported a position in FT in Q4 2024 and has held it in 6 quarters since. The position peaked at $159K in Q4 2024. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

Manske Wealth Management held 17,932 shares of Franklin Universal Trust worth $144K as of Q1 2026.
Manske Wealth Management left its Franklin Universal Trust share count unchanged in Q1 2026.
Franklin Universal Trust made up 0.04% of Manske Wealth Management's portfolio in Q1 2026, its #209 holding.
Manske Wealth Management first reported a position in Franklin Universal Trust in Q4 2024 and has held it in 6 quarters since.
Manske Wealth Management's Franklin Universal Trust position peaked at $159K in Q4 2024.
53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on Manske Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.