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Bogart Wealth LLC’s Wendy's WEN Stock Holding History

Bogart Wealth LLC’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 		$2.15K Buy
260
+250
+2,500% +$1.79K ﹤0.01% 1435
2026
Q1 		$70 Sell
10
-51
-84% -$392 ﹤0.01% 1754
2025
Q4 		$508 Buy
+61
New +$526 ﹤0.01% 1470
2021
Q4 		– Sell
-200
Closed -$4K – 831
2021
Q3 		$4K Hold
200
– – ﹤0.01% 574
2021
Q2 		$5K Buy
+200
New +$4.59K ﹤0.01% 527

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bogart Wealth LLC's WEN Position: Q2 2026 in Review

Bogart Wealth LLC increased its Wendy's (WEN) stake by 2,500% in Q2 2026, buying an estimated $1.79K and bringing the position to 260 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Bogart Wealth LLC first reported a position in WEN in Q2 2021 and has held it in 5 quarters since. The position peaked at $5K in Q2 2021. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Bogart Wealth LLC held 260 shares of Wendy's worth $2.15K as of Q2 2026.
  • Bogart Wealth LLC bought 250 Wendy's shares in Q2 2026, an estimated $1.79K.
  • Wendy's made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1435 holding.
  • Bogart Wealth LLC first reported a position in Wendy's in Q2 2021 and has held it in 5 quarters since.
  • Bogart Wealth LLC's Wendy's position peaked at $5K in Q2 2021.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.