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Harbour Investments’s Wendy's WEN Stock Holding History

Harbour Investments’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 		$15.4K Buy
2,217
+806
+57% +$6.2K ﹤0.01% 3031
2025
Q4 		$11.8K Buy
1,411
+19
+1% +$164 ﹤0.01% 2668
2025
Q3 		$12.8K Buy
1,392
+1,384
+17,300% +$14.2K ﹤0.01% 2569
2025
Q2 		$91 Hold
8
– – ﹤0.01% 3520
2025
Q1 		$117 Hold
8
– – ﹤0.01% 3463
2024
Q4 		$130 Sell
8
-289
-97% -$5.27K ﹤0.01% 3392
2024
Q3 		$5.2K Sell
297
-44
-13% -$749 ﹤0.01% 2615
2024
Q2 		$5.78K Sell
341
-127
-27% -$2.31K ﹤0.01% 2458
2024
Q1 		$8.82K Buy
468
+360
+333% +$6.77K ﹤0.01% 2274
2023
Q4 		$2.1K Buy
+108
New +$2.08K ﹤0.01% 2687
2023
Q1 		– Sell
-122
Closed -$2.76K – 3098
2022
Q4 		$2.76K Sell
122
-578
-83% -$12.3K ﹤0.01% 2432
2022
Q3 		$13K Hold
700
– – ﹤0.01% 1837
2022
Q2 		$13K Buy
+700
New +$13.3K ﹤0.01% 1837
2021
Q4 		$17K Sell
700
-182
-21% -$4.05K ﹤0.01% 1741
2021
Q3 		$19K Hold
882
– – ﹤0.01% 2340
2021
Q2 		$21K Buy
882
+750
+568% +$17.2K ﹤0.01% 2334
2021
Q1 		$3K Buy
+132
New +$2.74K ﹤0.01% 3142

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

Harbour Investments's WEN Position: Q1 2026 in Review

Harbour Investments increased its Wendy's (WEN) stake by 57% in Q1 2026, buying an estimated $6.2K and bringing the position to 2,217 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3031.

Harbour Investments first reported a position in WEN in Q1 2021 and has held it in 17 quarters since. The position peaked at $21K in Q2 2021. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Harbour Investments held 2,217 shares of Wendy's worth $15.4K as of Q1 2026.
  • Harbour Investments bought 806 Wendy's shares in Q1 2026, an estimated $6.2K.
  • Wendy's made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3031 holding.
  • Harbour Investments first reported a position in Wendy's in Q1 2021 and has held it in 17 quarters since.
  • Harbour Investments's Wendy's position peaked at $21K in Q2 2021.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.