Arax Advisory Partners’s Wendy's WEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$250K Buy
30,168
+28,320
+1,532% +$202K ﹤0.01% 2095
2026
Q1
$12.8K Sell
1,848
-1,406
-43% -$10.8K ﹤0.01% 2315
2025
Q4
$27.1K Sell
3,254
-234,591
-99% -$2.02M ﹤0.01% 1944
2025
Q3
$2.18M Buy
237,845
+237,781
+371,533% +$2.44M 0.03% 441
2025
Q2
$726 Sell
64
-3,193
-98% -$39K ﹤0.01% 2871
2025
Q1
$47.6K Sell
3,257
-8,886
-73% -$134K ﹤0.01% 962
2024
Q4
$198K Buy
12,143
+10,881
+862% +$199K 0.01% 485
2024
Q3
$22.1K Buy
1,262
+873
+224% +$14.9K ﹤0.01% 1044
2024
Q2
$6.6K Buy
389
+350
+897% +$6.36K ﹤0.01% 1464
2024
Q1
$741 Sell
39
-227
-85% -$4.27K ﹤0.01% 1197
2023
Q4
$5.18K Buy
266
+216
+432% +$4.16K ﹤0.01% 881
2023
Q3
$1.02K Buy
+50
New +$1.04K ﹤0.01% 1121

Other funds holding WEN

Arax Advisory Partners's WEN Position: Q2 2026 in Review

Arax Advisory Partners increased its Wendy's (WEN) stake by 1,532% in Q2 2026, buying an estimated $202K and bringing the position to 30,168 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #2095.

Arax Advisory Partners first reported a position in WEN in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.18M in Q3 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Arax Advisory Partners held 30,168 shares of Wendy's worth $250K as of Q2 2026.
  • Arax Advisory Partners bought 28,320 Wendy's shares in Q2 2026, an estimated $202K.
  • Wendy's made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2095 holding.
  • Arax Advisory Partners first reported a position in Wendy's in Q3 2023 and has held it in 12 quarters since.
  • Arax Advisory Partners's Wendy's position peaked at $2.18M in Q3 2025.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.