HWM
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HB Wealth Management’s Wendy's WEN Stock Holding History

HB Wealth Management’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 		$202K Sell
29,134
-707
-2% -$5.44K ﹤0.01% 1443
2025
Q4 		$249K Buy
29,841
+10,465
+54% +$90.3K ﹤0.01% 1235
2025
Q3 		$177K Buy
19,376
+2,027
+12% +$20.8K ﹤0.01% 1285
2025
Q2 		$198K Buy
17,349
+427
+3% +$5.21K ﹤0.01% 1111
2025
Q1 		$248K Buy
16,922
+6,557
+63% +$98.6K ﹤0.01% 1045
2024
Q4 		$169K Sell
10,365
-630
-6% -$11.5K ﹤0.01% 997
2024
Q3 		$193K Buy
10,995
+433
+4% +$7.37K ﹤0.01% 902
2024
Q2 		$179K Sell
10,562
-4,240
-29% -$77.1K ﹤0.01% 854
2024
Q1 		$279K Sell
14,802
-659
-4% -$12.4K ﹤0.01% 685
2023
Q4 		$301K Buy
15,461
+805
+5% +$15.5K ﹤0.01% 609
2023
Q3 		$299K Sell
14,656
-1
-0% -$21 ﹤0.01% 569
2023
Q2 		$319K Buy
14,657
+74
+0.5% +$1.65K 0.01% 526
2023
Q1 		$318K Buy
14,583
+55
+0.4% +$1.21K 0.01% 521
2022
Q4 		$329K Buy
14,528
+2,952
+26% +$63K 0.01% 494
2022
Q3 		$216K Buy
11,576
+76
+0.7% +$1.53K ﹤0.01% 526
2022
Q2 		$217K Buy
11,500
+100
+0.9% +$1.9K ﹤0.01% 529
2022
Q1 		$250K Buy
11,400
+7
+0.1% +$158 ﹤0.01% 498
2021
Q4 		$272K Buy
+11,393
New +$253K 0.01% 408

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

HB Wealth Management's WEN Position: Q1 2026 in Review

HB Wealth Management reduced its Wendy's (WEN) stake by 2.4% in Q1 2026, selling an estimated $5.44K and leaving 29,134 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

HB Wealth Management first reported a position in WEN in Q4 2021 and has held it in 18 quarters since. The position peaked at $329K in Q4 2022. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • HB Wealth Management held 29,134 shares of Wendy's worth $202K as of Q1 2026.
  • HB Wealth Management sold 707 Wendy's shares in Q1 2026, an estimated $5.44K.
  • Wendy's made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1443 holding.
  • HB Wealth Management first reported a position in Wendy's in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Wendy's position peaked at $329K in Q4 2022.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.