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Focus Partners Advisor Solutions’s Wendy's WEN Stock Holding History

Focus Partners Advisor Solutions’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
Q1 		– Sell
-82,273
Closed -$685K – 1372
2025
Q4 		$685K Sell
82,273
-3,339
-4% -$28.8K 0.01% 613
2025
Q3 		$751K Buy
85,612
+18,801
+28% +$193K 0.01% 624
2025
Q2 		$763K Buy
66,811
+11,257
+20% +$137K 0.01% 527
2025
Q1 		$813K Buy
55,554
+45,360
+445% +$682K 0.01% 436
2024
Q4 		$166K Sell
10,194
-13,450
-57% -$245K ﹤0.01% 741
2024
Q3 		$414K Buy
23,644
+4,422
+23% +$75.3K 0.01% 488
2024
Q2 		$326K Buy
19,222
+3,248
+20% +$59K 0.01% 468
2024
Q1 		$301K Buy
+15,974
New +$300K 0.01% 467

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Partners Advisor Solutions's WEN Position: Q1 2026 in Review

Focus Partners Advisor Solutions sold out of Wendy's (WEN) in Q1 2026, closing a stake of 82,273 shares — an estimated $685K sold.

Focus Partners Advisor Solutions first reported a position in WEN in Q1 2024 and held it in 8 quarters. The position peaked at $813K in Q1 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Focus Partners Advisor Solutions reported no remaining Wendy's position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 82,273 Wendy's shares in Q1 2026, an estimated $685K.
  • Focus Partners Advisor Solutions first reported a position in Wendy's in Q1 2024 and held it in 8 quarters.
  • Focus Partners Advisor Solutions's Wendy's position peaked at $813K in Q1 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.