Abound Wealth Management’s Wendy's WEN Stock Holding History

Abound Wealth Management’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
2026 Q2	$1.87K	Hold	226	–	–	﹤0.01%	748
2026 Q1	$1.57K	Hold	226	–	–	﹤0.01%	945
2025 Q4	$1.88K	Hold	226	–	–	﹤0.01%	855
2025 Q3	$2.07K	Hold	226	–	–	﹤0.01%	809
2025 Q2	$2.58K	Hold	226	–	–	﹤0.01%	709
2025 Q1	$3.3K	Hold	226	–	–	﹤0.01%	621
2024 Q4	$3.68K	Hold	226	–	–	﹤0.01%	592
2024 Q3	$3.96K	Hold	226	–	–	﹤0.01%	591
2024 Q2	$3.83K	Hold	226	–	–	﹤0.01%	549
2024 Q1	$4.25K	Hold	226	–	–	﹤0.01%	560
2023 Q4	$4.4K	Hold	226	–	–	﹤0.01%	540
2023 Q3	$4.61K	Hold	226	–	–	﹤0.01%	483
2023 Q2	$4.91K	Hold	226	–	–	﹤0.01%	489
2023 Q1	$4.92K	Hold	226	–	–	﹤0.01%	409
2022 Q4	$5.11K	Hold	226	–	–	﹤0.01%	349
2022 Q3	$4.22K	Buy	+226	New	+$4.55K	﹤0.01%	380

Other funds holding WEN

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Abound Wealth Management's WEN Position: Q2 2026 in Review

Abound Wealth Management held its Wendy's (WEN) position steady in Q2 2026 at 226 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Abound Wealth Management first reported a position in WEN in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.11K in Q4 2022. 63 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Abound Wealth Management held 226 shares of Wendy's worth $1.87K as of Q2 2026.
Abound Wealth Management left its Wendy's share count unchanged in Q2 2026.
Wendy's made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #748 holding.
Abound Wealth Management first reported a position in Wendy's in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's Wendy's position peaked at $5.11K in Q4 2022.
63 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.