Focus Partners Wealth
WEN icon

Focus Partners Wealth’s Wendy's WEN Stock Holding History

Focus Partners Wealth’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 		$251K Sell
30,262
-1,017,185
-97% -$7.27M ﹤0.01% 2364
2026
Q1 		$7.28M Buy
1,047,447
+335,395
+47% +$2.58M 0.01% 819
2025
Q4 		$5.94M Buy
712,052
+647,585
+1,005% +$5.59M 0.01% 884
2025
Q3 		$591K Buy
64,467
+5,677
+10% +$58.3K ﹤0.01% 1546
2025
Q2 		$671K Buy
58,790
+5,252
+10% +$64.1K ﹤0.01% 1300
2025
Q1 		$783K Sell
53,538
-5,705
-10% -$85.8K ﹤0.01% 1156
2024
Q4 		$966K Buy
59,243
+22,517
+61% +$411K ﹤0.01% 1070
2024
Q3 		$643K Buy
+36,726
New +$625K ﹤0.01% 1072

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 $3.37T AUM 44.26% 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

Focus Partners Wealth's WEN Position: Q2 2026 in Review

Focus Partners Wealth reduced its Wendy's (WEN) stake by 97% in Q2 2026, selling an estimated $7.27M and leaving 30,262 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #2364.

Focus Partners Wealth first reported a position in WEN in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.28M in Q1 2026. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Focus Partners Wealth held 30,262 shares of Wendy's worth $251K as of Q2 2026.
  • Focus Partners Wealth sold 1,017,185 Wendy's shares in Q2 2026, an estimated $7.27M.
  • Wendy's made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2364 holding.
  • Focus Partners Wealth first reported a position in Wendy's in Q3 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's Wendy's position peaked at $7.28M in Q1 2026.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.