Aaron Wealth Advisors’s Wendy's WEN Stock Holding History

Aaron Wealth Advisors’s Portfolio WEN Stock Details WEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-38,937	Closed	-$357K	–	718
2025 Q3	$357K	Buy	+38,937	New	+$400K	0.02%	491

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aaron Wealth Advisors's WEN Position: Q4 2025 in Review

Aaron Wealth Advisors sold out of Wendy's (WEN) in Q4 2025, closing a stake of 38,937 shares — an estimated $357K sold.

Aaron Wealth Advisors first reported a position in WEN in Q3 2025 and held it in 1 quarter. The position peaked at $357K in Q3 2025. 429 funds tracked by Wall St. Rank hold WEN as of Q4 2025.

Aaron Wealth Advisors reported no remaining Wendy's position as of Q4 2025 after selling out during the quarter.
Aaron Wealth Advisors sold 38,937 Wendy's shares in Q4 2025, an estimated $357K.
Aaron Wealth Advisors first reported a position in Wendy's in Q3 2025 and held it in 1 quarter.
Aaron Wealth Advisors's Wendy's position peaked at $357K in Q3 2025.
429 funds tracked by Wall St. Rank held Wendy's as of Q4 2025.

Based on Aaron Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.