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Nebula Research & Development’s Franklin Covey FC Stock Holding History

Nebula Research & Development’s Portfolio FC Stock Details FC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,992
Closed -$276K – 1017
2025
Q1 		$276K Buy
+9,992
New +$331K 0.03% 783
2024
Q2 		– Sell
-9,318
Closed -$366K – 868
2024
Q1 		$366K Buy
9,318
+1,278
+16% +$51K 0.08% 465
2023
Q4 		$350K Sell
8,040
-149
-2% -$5.9K 0.11% 383
2023
Q3 		$351K Buy
+8,189
New +$363K 0.19% 229
2023
Q2 		– Sell
-5,606
Closed -$216K – 373
2023
Q1 		$216K Buy
+5,606
New +$259K 0.38% 166

Other funds holding FC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

Nebula Research & Development's FC Position: Q2 2025 in Review

Nebula Research & Development sold out of Franklin Covey (FC) in Q2 2025, closing a stake of 9,992 shares — an estimated $276K sold.

Nebula Research & Development first reported a position in FC in Q1 2023 and held it in 5 quarters. The position peaked at $366K in Q1 2024. 121 funds tracked by Wall St. Rank hold FC as of Q2 2025.

  • Nebula Research & Development reported no remaining Franklin Covey position as of Q2 2025 after selling out during the quarter.
  • Nebula Research & Development sold 9,992 Franklin Covey shares in Q2 2025, an estimated $276K.
  • Nebula Research & Development first reported a position in Franklin Covey in Q1 2023 and held it in 5 quarters.
  • Nebula Research & Development's Franklin Covey position peaked at $366K in Q1 2024.
  • 121 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2025.

Based on Nebula Research & Development's 13F filing for Q2 2025, filed 14 Aug 2025.