Morgan Stanley’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $116M | Buy |
4,915,148
+600,341
| +14% | +$15.4M | 0.01% | 1317 |
|
|
2025
Q4 | $103M | Sell |
4,314,807
-1,899,582
| -31% | -$43.6M | 0.01% | 1423 |
|
|
2025
Q3 | $144M | Buy |
6,214,389
+1,671,916
| +37% | +$41.3M | 0.01% | 1130 |
|
|
2025
Q2 | $108M | Sell |
4,542,473
-506,032
| -10% | -$10.4M | 0.01% | 1260 |
|
|
2025
Q1 | $97.2M | Sell |
5,048,505
-80,665
| -2% | -$1.62M | 0.01% | 1265 |
|
|
2024
Q4 | $104M | Buy |
5,129,170
+114,709
| +2% | +$2.42M | 0.01% | 1225 |
|
|
2024
Q3 | $101M | Buy |
5,014,461
+368,376
| +8% | +$7.94M | 0.01% | 1229 |
|
|
2024
Q2 | $104M | Buy |
4,646,085
+254,130
| +6% | +$6.12M | 0.01% | 1157 |
|
|
2024
Q1 | $123M | Sell |
4,391,955
-3,530,353
| -45% | -$97.2M | 0.01% | 1051 |
|
|
2023
Q4 | $236M | Buy |
7,922,308
+4,029,101
| +103% | +$100M | 0.01% | 1052 |
|
|
2023
Q3 | $95.7M | Buy |
3,893,207
+115,100
| +3% | +$3.11M | 0.01% | 1088 |
|
|
2023
Q2 | $101M | Buy |
3,778,107
+15,262
| +0.4% | +$394K | 0.01% | 1085 |
|
|
2023
Q1 | $101M | Sell |
3,762,845
-289,271
| -7% | -$8.45M | 0.01% | 1052 |
|
|
2022
Q4 | $107M | Buy |
4,052,116
+291,042
| +8% | +$7.23M | 0.01% | 990 |
|
|
2022
Q3 | $80.9M | Buy |
3,761,074
+307,263
| +9% | +$7.9M | 0.01% | 1020 |
|
|
2022
Q2 | $80.5M | Buy |
3,453,811
+1,568,942
| +83% | +$40.1M | 0.01% | 1059 |
|
|
2022
Q1 | $52.6M | Buy |
1,884,869
+619,967
| +49% | +$18.9M | 0.01% | 1274 |
|
|
2021
Q4 | $42.4M | Sell |
1,264,902
-149,827
| -11% | -$4.93M | 0.01% | 1470 |
|
|
2021
Q3 | $42M | Sell |
1,414,729
-1,229,689
| -47% | -$38.4M | 0.01% | 1417 |
|
|
2021
Q2 | $84.6M | Buy |
2,644,418
+1,040,575
| +65% | +$33.7M | 0.01% | 952 |
|
|
2021
Q1 | $47.5M | Sell |
1,603,843
-740,933
| -32% | -$20.2M | 0.01% | 1210 |
|
|
2020
Q4 | $58.6M | Buy |
2,344,776
+1,210,658
| +107% | +$27M | 0.01% | 976 |
|
|
2020
Q3 | $23.1M | Buy |
1,134,118
+461,865
| +69% | +$9.7M | ﹤0.01% | 1369 |
|
|
2020
Q2 | $14.1M | Sell |
672,253
-586,718
| -47% | -$11.1M | ﹤0.01% | 1677 |
|
|
2020
Q1 | $21M | Buy |
1,258,971
+393,627
| +45% | +$9.04M | 0.01% | 1246 |
|
|
2019
Q4 | $22.5M | Buy |
865,344
+300,707
| +53% | +$8.17M | 0.01% | 1553 |
|
|
2019
Q3 | $16.3M | Sell |
564,637
-261,403
| -32% | -$7.99M | ﹤0.01% | 1659 |
|
|
2019
Q2 | $28.7M | Buy |
826,040
+365,122
| +79% | +$12.4M | 0.01% | 1216 |
|
|
2019
Q1 | $15.3M | Sell |
460,918
-957,672
| -68% | -$30.2M | ﹤0.01% | 1657 |
|
|
2018
Q4 | $42.1M | Sell |
1,418,590
-1,129,704
| -44% | -$34.7M | 0.01% | 912 |
|
|
2018
Q3 | $77.5M | Sell |
2,548,294
-648,822
| -20% | -$20.9M | 0.02% | 726 |
|
|
2018
Q2 | $102M | Buy |
3,197,116
+1,661,189
| +108% | +$55.6M | 0.03% | 569 |
|
|
2018
Q1 | $53.3M | Sell |
1,535,927
-3,854,581
| -72% | -$157M | 0.01% | 881 |
|
|
2017
Q4 | $234M | Buy |
5,390,508
+2,718,445
| +102% | +$118M | 0.06% | 306 |
|
|
2017
Q3 | $119M | Sell |
2,672,063
-131,487
| -5% | -$5.76M | 0.04% | 487 |
|
|
2017
Q2 | $126M | Sell |
2,803,550
-881,672
| -24% | -$37.7M | 0.04% | 475 |
|
|
2017
Q1 | $155M | Sell |
3,685,222
-373,520
| -9% | -$15.5M | 0.05% | 395 |
|
|
2016
Q4 | $161M | Sell |
4,058,742
-3,990,790
| -50% | -$149M | 0.05% | 383 |
|
|
2016
Q3 | $286M | Buy |
8,049,532
+916,293
| +13% | +$32.4M | 0.1% | 231 |
|
|
2016
Q2 | $238M | Buy |
7,133,239
+3,384,686
| +90% | +$123M | 0.09% | 251 |
|
|
2016
Q1 | $146M | Sell |
3,748,553
-62,691
| -2% | -$2.22M | 0.06% | 361 |
|
|
2015
Q4 | $140M | Buy |
3,811,244
+2,878,508
| +309% | +$113M | 0.05% | 383 |
|
|
2015
Q3 | $34.8M | Sell |
932,736
-142,618
| -13% | -$6.17M | 0.01% | 1008 |
|
|
2015
Q2 | $52.7M | Sell |
1,075,354
-65,369
| -6% | -$3.35M | 0.02% | 834 |
|
|
2015
Q1 | $58.5M | Buy |
1,140,723
+244,321
| +27% | +$13M | 0.02% | 758 |
|
|
2014
Q4 | $49.6M | Buy |
896,402
+112,881
| +14% | +$6.24M | 0.02% | 870 |
|
|
2014
Q3 | $42.8M | Buy |
783,521
+166,112
| +27% | +$9.3M | 0.02% | 901 |
|
|
2014
Q2 | $35.7M | Sell |
617,409
-206,485
| -25% | -$11.3M | 0.01% | 996 |
|
|
2014
Q1 | $44.6M | Sell |
823,894
-39,985
| -5% | -$2.15M | 0.02% | 805 |
|
|
2013
Q4 | $49.9M | Buy |
863,879
+299,312
| +53% | +$16.1M | 0.02% | 737 |
|
|
2013
Q3 | $28.5M | Sell |
564,567
-1,354,866
| -71% | -$65.4M | 0.01% | 981 |
|
|
2013
Q2 | $87M | Buy |
+1,919,433
| New | +$97.7M | 0.04% | 444 |
|
Other funds holding BEN
PCOC
VCM
VPM
